u.s. small business administration north carolina district office 6302 fairview road, suite 300 charlotte, nc 28210-222

3. MEETING GOALS Prime contractors cannot claim 2nd tier subcontractors toward their goals.

4. SBLO OUTREACH Match making events Sub-Net SBIR Phase II winners / STTR

5. SUB-NET - OUTREACH www.sba.gov Hot Items Sub-Net Post

6. SBA CERTIFICATIONS 8(a) � and automatically SDB SDB HUBZone These are the only 3 certifications by SBA. No state certifications are accepted by SBA.

7. ALL OTHER CERTIFICATIONS All other certifications are SELF Certifying Women Small Veteran Service-disabled veteran

8. VERIFICATION Verification is made through www.ccr.gov.

9. FEDERAL CONTRACTING OPPORTUNITIES 8(a) Business Development Program Small Disadvantaged Business Program HUBZone Empowerment Program Woman-owned business Veteran-owned business

10. SIZE STANDARDSwww.sba.gov/size/ Manufacturers: 500 Employees* Retail Trade: $6.5 million ** Business & Personal Services: $6.5 million** Agriculture: $750,000** General & Heavy Construction $31 million** Special Trade: $13 million** *Based on average over previous 12 months **Based on average over previous 3 fiscal year

11. 8(a) SOCIALLY DISADVANTAGED13 CFR 124.103 Presumption: African American Asian Pacific American Hispanic American Native American Subcontinent Asian American Proof of disadvantage status for non-designated groups

12. 8(a) ECONOMIC DISADVANTAGED13 CFR 124.104 Net worth may not exceed $250,000 after excluding the individual�s equity in the firm and equity in the primary residence. 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)

13. 8 (a) BUSINESS DEVELOPMENTBENEFITS Special Government Contracting Opportunity (Sole Source) Exclusive Training Opportunities Business Development Specialist (BDS) SDB certified (automatically) Streamlined Application for State Programs (DBE with Dept. of Transportation) Mentor-Prot�g� Program Joint Venture Agreement

14. 8(a) BUSINESS DEVELOPMENT www.sba.gov/8abd/ Nine (9) Years U.S. Citizen or: Indian Tribe, Alaskan Native Corporation or Native Hawaiian Origin Good character Potential for Success Small business www.sba.gov/size/ At least 51% owned and controlled by Socially and Economically Disadvantaged individual(s)

15. 8(a) CERTIFICATION � ONLINEwww.sba.gov/8abd Central Contracting Registration (CCR) www.ccr.gov General Log-in System (GLS) Authorization Form Log into 8(a)/SDB Application and complete SBA will normally make a decision within 90 days

16. SMALL DISADVANTAGED BUSINESS (SDB) BENEFITS Office of Small and Disadvantaged Business Utilization (SADBU) www.osdbu.gov/ Price Evaluation Adjustment (PEA) (Up to 10%) Optional Form 312 Subcontracting Incentives Optional Form 312

17. SDB www.sba.gov/sdb/ Small business www.sba.gov/size/ At least 51% owned and controlled Socially and Economically Disadvantaged Personal Net Worth can not exceed $750,000 U.S. Citizen or: Indian Tribe, Alaskan Native Corporation or Native Hawaiian Origin

18. SDB ONLINE � www.sba.gov/sdb Submit duplicate copies of all documentation including initial application and for SDB recertification Online Application Process � Same as 8(a) Application Process Authorization Form Download, Sign, and Send to: Office of Small Disadvantaged Business Certification and Eligibility 409 3rd Street, SW, 8th Floor Washington, DC 20416 (202) 619-1850 or

19. SDB RE-CERTIFICATION Re-certification is required every three (3) years. All applications for re-certification must include: SBA Form 1010, SBA Form 413 2 years personal tax returns 3 years business tax returns Updated business financials, and Statement that no change of ownership has occurred since the original application was filed. However, if there has been a change of ownership, then the applicant must submit a new application.

20. PURPOSE OF THE HUBZonePROGRAM Provide Federal contracting assistance to qualified small businesses located in distressed areas, or HUBZones. Why? Increase employment opportunities Stimulate capital investment Empower communities through economic leveraging and the �multiplier effect�

21. HUBZONE REQUIREMENTS www.sba.gov/hubzone Small business www.sba.gov/size/ *51% Owned by a U.S. Citizen, Community Development Corporation or Native American Tribe Principle office located in designated HUBZone Area 35% of employees (minimum) must reside in a designated HUBZone Area

22. HUBZONE CERTIFICATION www.sba.gov/hubzone/ Fully electronic Decision made in 30 Days SBA may request additional information Decision will be in writing

23. HUBZONE�S CONTINUED ELIGIBILITY REQUIREMENTS Re-certification (Every 3 years) Location (Same) Ownership (Same) Employment percentage

24. HUBZONE-DESIGNATED AREAS

25. WOMAN-OWNED BUSINESS (DEFINITION) At least 51% owned and controlled Self-certification WBENC http://www.wbenc.org/

26. VETERAN-OWNED BUSINESS (DEFINITION) Small business www.sba.gov/size/ At least 51% owned and controlled Self-certification

27. PARTNERS IN BUSINESS DEVELOPMENT Commercial Marketing Rep. (CMR) Mary Ann Korre (404) 331-7587 mary.korre@sba.gov Procurement Center Rep. (PCR) Larry Mallory (919) 541-7895 mallory1@niehs.nih.gov Commercial Marketing Rep. (CMR) Andy Zuber (973) 724-6960 andrew.zuber@sba.gov

28. RESOURCES TO ASSIST YOUR SUBCONTRACTORS

29. U.S. SMALL BUSINESS ADMINISTRATION North Carolina District Office 8(a) Business Development 6302 Fairview Road, Suite 300 Charlotte, North Carolina 28210 Mitch DeMallie stephen.demallie@sba.gov (704) 344-6590 x1116