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Reality Check

Native American Veteran Entrepreneurs and SBA Partners for Success Presenter Greg Estep Heritage Global Solutions, Inc. Reality Check. You are Native American…… You are an honored military veteran….. You may even be certified 8a or HubZone….. Where is all the business?????. Agenda.

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Reality Check

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  1. Native American Veteran Entrepreneurs and SBA Partners for SuccessPresenterGreg EstepHeritage Global Solutions, Inc.

  2. Reality Check • You are Native American…… • You are an honored military veteran….. • You may even be certified 8a or HubZone….. Where is all the business?????

  3. Agenda • Why are we here? • Mission and Goals • Overview of SBA • Practical experience working with Public & Private sector customers • Available resources

  4. Why are we here?The SBA Initiative In September of 2008 the SBA’s Office of Native American Affairs initiated a program to improve its outreach and services awareness in the Native American community. Surveys showed that Veterans in this community had a high interest in business ownership, so Vets were specifically identified for outreach efforts.

  5. How do we reach Native Vets? A study was commissioned and awarded to Gabbard & Company to analyze the Native Vet community and determine the best way to reach those who were not already registered business owners with the SBA.

  6. What Did Gabbard & Co. Learn? • ~ 200,000 Native Americans own businesses • ~13,000 of these businesses are owned by Veterans • Only 450 Native Vet business are registered in the CCR • ~175,000 Native Vets don’t own a business, but many may want to know how they would start one • All are candidates for SBA assistance.

  7. What Did Gabbard & Co. Learn? • Native American obstacles to business ownership are: lack of financial resources, lower educational attainment levels, and lack of demand in rural and reservation areas. • Historical efforts to draw Native Americans away from their locale to receive business training and support services have not worked. Native Americans are less inclined to travel in order to take advantage of such services. • To increase the use of SBA services, marketing programs must be pushed out to tribal areas and hosted by familiar trusted organizations. • The SBA has designated these trusted organizations as Resource Partners.

  8. Heritage’s Mission Educate Native American Veteran Entrepreneurs and future entrepreneurs on existing SBA policies and programs in order to create an environment for success.

  9. Goals • Conduct Education and Outreach events across the U.S. • Grow and maintain a database of contact information for Native Vet Business Owners and Entrepreneurs. • Create a portal designed specifically for Native Veteran Entrepreneurs. (NAVBIZ)

  10. NAVBIZ Vision NAVBIZ will be a portal that Native Vet Business owners and entrepreneurs will use to advance their business interests. It will be the go-to place for business networking.

  11. NAVBIZ Features • Registration as a partner or member – Build the NAVBIZ database • Learn about SBA programs targeted specifically to Native Vets • Learn how SBA programs are received by reading blogs/commentary posted by NAVBIZ partners and members • Links to broad resources that may be of aid to Native Vet Entrepreneurs • Learn about other ideas and programs from the membership • Contribute to the online community by posting comments or blogging • Utilize a NAVBIZ knowledgebase to retrieve relevant information • View the SBA calendar of outreach and education events • www.facebook.com/navbiz

  12. SBA Advantages • Office of Native American Affairs http://www.sba.gov/aboutsba/sbaprograms/naa/index.html • Office of Veterans Business Developmenthttp://www.sba.gov/aboutsba/sbaprograms/ovbd/index.html • SBA 8(a) program • 13 CFR 124.506 • Patriot Express

  13. SBA Advantages – Part II • E200 program • Executive level training initiative for small business owners. • Small Business Development Centers • The Office of Small Business Development Centers (SBDC) provides management assistance to current and prospective small business owners http://www.sba.gov/aboutsba/sbaprograms/sbdc/index.html • Small Business Primer • Online Video http://app1.sba.gov/training/na_primer/ • Executive Order – Create Interagency Task Force on Veterans Small Business Development. http://www.whitehouse.gov/the-press-office/executive-order-interagency-task-force-veterans-small-business-development

  14. SBA Tribal 8(a) • The “8(a) program” is designed to help small business who are owned and controlled by socially and economically disadvantaged individuals and economically disadvantaged Indian Tribes and Native Hawaiian Organizations in competing on an equal basis in the mainstream of American economy. • Opens avenues into other federal agencies. • SBA is authorized to contract with other federal agencies, then subcontract to eligible 8(a) participants. • Sole Source Potentials • Contracts up to $5.5M for individually-owned businesses assigned manufacturing SIC/NAICs and $3.5M for all other contracts. (13 CFR 124.506)

  15. Patriot Express

  16. Private Sector Assistance • Native American Business Enterprise Center • Operated through the cooperative agreement with the U.S. Department of Commerce, Minority Business Development Agency Specific types of Management and Technical Assistance shall include but are not limited to the following: • Marketing • Access to Capital • Contracting and Procurement Opportunities • Finance & Accounting • Bonding • General Management • Personnel • Administration Website: www.nmabec.org

  17. Private Sector Assistance Part II • Department of Defense Office of Small Business Program • Indian Incentive Program(IIP) - makes every effort to provide added value to the government, in that, this program is funded independently by the Office of the Secretary of Defense and is not supported by the funds of the contracting agency. • Company must be owned by an enrolled member of a federally recognized tribe. • These contracts require contractors to use their best efforts to give Indian organizations and Indian-owned economic enterprises the maximum practicable opportunity to participate in subcontracts awarded to the fullest extent consistent with efficient performance of the contract(s). Contracting officers, subject to the terms and conditions of the contract, shall authorize an incentive payment of 5 percent of the amount paid to subcontractors that are Indian organizations or Indian-owned economic enterprises.

  18. Private Sector Assistance - Part III • IIP Source: http://www.acq.osd.mil/osbp/programs/iip/about/index.htm

  19. Private Sector Experience Prime Contractors • Prime Contractors look for same characteristics in all sub-contractors: • Age of Business • Performance • Financial stability • Small business can respond quicker and with more innovation.

  20. Private Sector Experience - Part II • Prime Contractors looking specifically at small business: • Must fit into industry-standard definitions of being small or diverse companies • Product and service leadership • Sustained high performance in cost, quality, and delivery • Financially healthy and lean • Customer-focused • Innovative and responsive

  21. Private Sector Experience - Part III • Prime Contractor Environments: • Multi-national in scope • Multitude of programs • U.S. Defense budget has major impact if company is focuses on defense contracts. • Programs are always changing • Management is becoming more virtual • Employ thousands internally to support programs

  22. Private Sector Experience - Part IVAT&T launches ….. Operation Hand Salute “OHS” • The purpose of this program is to develop and promote DVBEs, continue towards the goal of 1.5% of AT&T’s purchase base to be with DVBEs, and help these mentees advance their businesses to the next level. • Advocacy:armed with knowledge on DVBE regulations, resources, advocacy groups, mentees will be better prepared to advocate for their value proposition • Awareness: increased awareness of procurement processes and supply chain requirements will make the mentees more competitive in the bid process • Innovation: working with mentors, to understand how to sustain their business in an ever challenging economic environment • Training: 9 - TL 9000 Classes, 8 – Workshops • Partnerships: Create networking opportunities through various resources (Primes, mentors, etc) • Accountability: Monthly status reports ensure that the Mentor and Mentee are working together on an action plan to insure success of the program and establish key follow-up items • Recognition: Participants will be prominently identified in program materials and have opportunities to interact with key AT&T leaders

  23. Private Sector – Part VNational Center for American Indian Enterprise Development • A non-profit organization, founded and directed by American Indians, committed to Business Development for Indian People • 953 E. Juanita AvenueMesa, AZ 85204Phone: 480-545-1298Fax: 480-545-4208web: www.ncaied.org

  24. Private Sector – Part VI • Local Banks • Chase Bank www.chase.com

  25. Private Sector – Part VII • Airlines • Continental Airlines - Veterans Program http://www.continental.com/web/en-US/content/deals/veterans/default.aspx

  26. Montana Assistance • Montana Indianpreneur Equity Fund Sponsored by Montana Department of Commerce • This equity can be used for a variety of activities such as the purchase of new equipment or the development of a new product line. The equity fund requires a minimum of dollar to dollar match which may include additional equity either in cash, in kind, or loan funds such as a tribal loan fund, a micro loan program, or a commercial lender. • Montana Indianpreneur Equity funds are available only to enrolled tribal members, descendents, and other Native Americans residing on or adjacent to the seven Indian Reservations in Montana and members of the Little Shell Chippewa Tribe. • Contact : Philip Belangie, Entrepreneur Development Program Manager 1211 East Broadway Suite 116 Missoula, Montana 59802 Tel: 406-721-3663 Fax: 406-543-2304 email: pbelangie@mt.gov

  27. Montana Assistance – Part II • Montana Indian Business Alliance • http://www.mibaonline.org/ • MIBAPO Box 6312Great Falls, Montana 59406 • MIBA's partners are comprisedof organizations and entities thatare interested in Indian business development

  28. Montana Assistance – Part III Veteran Services http://wsd.dli.mt.gov/veterans/vet1.asp Department of Labor & Industry

  29. Montana Business Assistance Example • First Interstate Bank grants benefit Native American businesses • Posted: Jun 22, 2010 6:40 PM by Marnee Banks (KXLH News-Helena)First Interstate Bank Foundation is donating $14,000 to the Department of Commerce.The money will support two Native American business owners.Sharlene Evans owns Komenha Pure Woman Jewelry in Busby, and will receive $7,000.Business owner Merle Big Bow also received $7,000, which he plans to use to buy tools to help him craft his tribal drums.

  30. Interagency Task Force on Veterans Small Business Development GOALS • improving capital access - $30B approved for Small Businesses in September • expanding mentor-protégé assistance • increasing the integrity of certifications of status • reducing paperwork and administrative burdens • increasing and improving training and counseling

  31. Public Sector Assistance • Procurement Technical Assistance Center (PTAC) • Congressionally authorized initiative to assist organizations that are seeking to market their goods and/or services to federal, state, and local governments. • Provides a variety of tools and services that assist local businesses in identifying government procurement opportunities and to compete more effectively for government contracts.

  32. PTAC Benefits • one-on-one counseling to assist in the pursuit of government contracts. • access to contract opportunity listings and bid boards. • bid matching for prime contracting and subcontracting to qualifying businesses. • assistance in completing certifications applications to compete for all levels of government contracting. • training seminars on various contracting topics. • assistance in marketing your organization to government buyers by providing procurement contacts, buyers, purchasing agents and contracting personnel for federal, state and local government agencies. • Access to a technical library

  33. Public Sector Assistance Part IIVA – www.VetBiz.gov

  34. Public Sector Assistance - Part III • Department of Defense Office of Small and Disadvantaged Business Utilization Mentor – Protégé Program • The DoD Mentor-Protégé Program assists small businesses (Protégés) to successfully compete for prime contract and subcontract awards by partnering with large companies (Mentors) under individual, project-based Agreements. • A form of joint venture Website: http://www.acq.osd.mil/osbp/mentor_protege/

  35. Public Sector Assistance - Part V • UIDA Business Services Procurement Assistance Center • A supporting non-profit program of the National Center. Is funded by the Department of Defense • Some of the Services Include: • Assist in matchmaking • Training seminars • Hands on Website, Marketing, and Accounting with professionals in the field • Contact Information: George Williams 86 South Cobb Drive MZ0510 Marietta, GA 30063 Phone: 770-494-0431 www.uida.org

  36. Public Sector Assistance - Part VI • Oklahoma PrimeWin Program • Incentive for Primes to hire Oklahoma Subs for Federal projects • www.primewin.org

  37. Public Sector Assistance - Part VII • Veterans Procurement Assistance Center • A non-profit agency whose mission is to assist New Mexico Veterans and Service Disabled Veterans in business. • Some of the Services Include: • Assist in matchmaking • Training seminars • Hands on Website, Marketing, and Accounting with professionals in the field • Contact Information: Veterans Procurement Assistance Center Inc. 1314 Madeira Dr. SE Albuquerque, NM 87108 Phone: 505-338-4155 www.vpacinc.org

  38. Public Sector Assistance - Part VIII • SATOP – Space Alliance Technology Outreach Program • 40 hours free engineering consulting • Nationwide assistance • Small business focused – under 500 employees • Do not need to be high-tech, manufacturing or aerospace. • www.spacetechsolutions.com or www.rdcnm.org

  39. Public Sector Assistance - Part IX • Technical and Community Colleges • Don’t forget your own government • U.S. Senators • U.S. House of Representatives • State Officials

  40. ResourcesFranchises • NaVOBA –National Veteran Owned Business Association • www.navoba.com

  41. ResourcesBusiness Network • Buy Veteran Program: www.buyveteran.com • Sponsored by NaVOBA

  42. ResourcesWeb advertising • Veteran Owned Business.com • www.veteranownedbusiness.com/mt

  43. Resources - Part II Sourcing businesses • Business Matchmaking - the nation's leading public-private small business procurement program, can put you face-to-face with government and corporate buyers for a wide range of products and services. www.businessmatchmaking.com • Teaming USA - dedicated to helping small business owners find partners and learn the powerful advantages of working together to win government and major corporate contracts. www.teamingusa.com

  44. Resources - Part III Tools & Counseling • SCORE– Counselors to America’s Small Business. A resource partner of the SBA www.score.org • HP & Microsoft Small and Medium Business tools http://www.hp.com/sbso/services/good-business.html?jumpid=ex_r295_P2C_flower_webinars# • IBM – Small and Medium Business toolkit www.us.smetoolkit.org

  45. Resources - Part IV

  46. Resources - Part VHelpful Websites

  47. Resources - Part VIHelpful Websites

  48. Resources - Part VII

  49. Montana Local Contacts • SBA • 8(a) Program, Government Contracting, HUBZone Contracting and Veteran Affairs(Helena) John Donovan, 406-441-1087, john.donovan@sba.gov • Veterans Business Outreach Region VIII - Rocky Boys Veteran’s Association States covered: Montana, Colorado, Wyoming, Utah, North Dakota, South Dakota Contact: John Gardipee or Chauncey Parker 111 Clinic Road, Box Elder, MT 59521 Phone: 406-395-4728 , Fax: 406-395-4503 Email:  jgardipee@rockyboyveterans.org cparker@rockyboyveterans.org Webpage:  http://www.rockyboyveterans.org • Montana PTAChttp://www.bigskyeda.orgStatewide PTAC • Native American Development Corporaton PTAC 221 North BroadwayBillings, MT 59101Phone: (406) 259-3804Program Headquarters Leonard Smith - Program ManagerPhone: (406) 259-3804 Email: lsmith@wtp.net Mary Walks Over Ice Phone: (406) 259-3804Prairie Bighorn Phone: (406) 698-9905

  50. Montana Local Contacts – Part II • Big Sky EDAhttp://www.bigskyeda.org222 North 32nd Street Suite 200Billings, MT 59101Program HeadquartersMaureen Jewell - Program ManagerPhone: 406-256-6871Email: jewell@bigskyeda.orgJason Porch - Subcenter DirectorPhone: (406) 256-6871Email: porch@bigskyeda.orgKathy Moody - Administrative StaffPhone: 406-869-8413 Ext: directEmail: moody@bigskyeda.org • Kalispell Area Chamber of Commercehttp://www.kalispellchamber.com15 Depot ParkKalispell, MT 59901Carol Cunningham - Satellite ManagerEmail: carol@c2business-solutions.comDoug Bolender - Subcenter DirectorPhone: (406) 755-4221Email: ptac@kalispellchamber.com • Missoula Area Economic Development Corp.http://http://www.maedc.org/1121 E. Broadway Suite 135Missoula, MT 59802Paulette Drozda - Subcenter DirectorPhone: (406) 532-3207Email: ptac@maedc.orgMontana PTAChttp://www.bigskyeda.org

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