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Reality Check

Native American Veteran Entrepreneurs and SBA Partners for Success Presenter Jeff Estep President 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 SuccessPresenterJeff EstepPresidentHeritage 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 http://www.sbdcnet.org • Small Business Primer • Online Video http://app1.sba.gov/training/na_primer/

  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 National 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 • Local Banks • Chase Bank www.chase.com

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

  26. Interagency Task Force on Veterans Small Business Development GOALS • improving capital access • expanding mentor-protégé assistance • increasing the integrity of certifications of status • reducing paperwork and administrative burdens • increasing and improving training and counseling http://www.whitehouse.gov/the-press-office/executive-order-interagency-task-force-veterans-small-business-development

  27. 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.

  28. 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

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

  30. 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

  31. Public Sector Assistance - Part VI • 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

  32. Public Sector Assistance - Part VII • 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

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

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

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

  36. ResourcesWeb advertising • Veteran Owned Business.com • www.veteranownedbusiness.com/ok • www.veteranownedbusiness.com/tx

  37. 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

  38. 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

  39. Resources - Part IV

  40. Resources - Part VHelpful Websites

  41. Resources - Part VIHelpful Websites

  42. Resources - Part VII

  43. Texas Area Local Contacts • SBA • El Paso District Office • Business Development Division • Lead Business Development Specialist 915-834-4632 Jose L. Campos jose.campos@sba.gov • Business Development Specialist 915-834-4625 Adrian Madrigal adrian.madrigal@sba.gov • Business Development Specialist 915-834-4634 Suze Aguirre ruth.aguirre@sba.gov • Dallas District Office 817-684-5500 • 8(a) Business Dev. Program Betty Thrower ext. 5529 Betty.thrower2@sba.gov • HubZone Jennie Montgomery ext. 5524 jennie.montgomery@sba.gov Greg Duffer ext. 5550 greg.duffer@sba.gov • Veterans Information Officer Bill Medina ext. 5517 billy.medina@sba.gov • Women’s Business Ownership Maryann Nichols ext. 5511 maryann.nichols@sba.gov

  44. Texas Area Local Contacts - Part II • SBA • Lower Rio Grande Valley District • 8(a) and HUBZoneBusiness Development Specialist Gilbert Soliz956-427-8533 x228 Gilbert.soliz@sba.gov • SBDC Liaison & Women Business Center Business Development Specialist Graciela Guillen 956-427-8533 x225Graciela.guillen@sba.gov • Corpus Christi Branch Office • Veteran Affairs Branch Manager Simon H. Castillo 361-879-0017 x21Simon.castillo@sba.gov • 8(a) and HUBZoneBusiness Development Specialist Elizabeth Soliz 361-879-0017 x21Elizabeth.soliz@sba.gov

  45. Texas Area Local Contacts – Part III • SBA • Houston District Office • 8(a) and HUBZone Gaye Spears-Madison 713-773-6533 gaye.spears-madison@sba.gov • Veterans Representative Stephen Curry 713-773-6542 stephen.curry@sba.gov • SCORE 713-773-6565 www.scorehouston.org • Lubbock District Office – 806-472-7462 • Lead Business Development Specialist Scotty Arnold ext. 101 scotty.arnold@sba.gov • Business Development Specialist Josie Salinas ext. 106 josie.salinas@sba.gov • Business Development Specialist Kim Hobgood ext. 108 kimberly.hobgood@sba.gov • San Antonio District OfficeLead Business Development Specialist Mary Alice Blanco 210-403-5929 mary.blanco@sba.gov • Development Specialist Business Debra Dimando 210-403-5914 debra.dimando@sba.gov • Development Specialist Business Linda Olinick 210-403-5903 debra.dimando@sba.gov • Development Specialist Business Stephanie Rapp 210-403-5924 stephanie.rapp@sba.gov • Development Specialist Business Theresa Scott 210-403-5912 theresa.scott@sba.gov

  46. Texas Area Local Contacts - Part IV • TEXAS SBDC Network • List of all Texas SBDC • http://www.bplans.com/sbdc/#Texas • North Texas Small Business Development Center NetworkRegional Office • www.ntsbdc.orgBill J. Priest Institute of El Centro College1402 Corinth StreetDallas, TX 75215Phone:  (214) 860-5831 or (800) 350-SBDC (7232) • South-West Texas Border SBDCThe University of Texas at San Antoniohttp://txsbdc.org501 West Durango Boulevard • San Antonio • Texas USA 78207-4415 Telephone: 210.458.2450 Fax: 210.458.2464 • South-West Texas Border SBDCTexas State University – San Marcos • http://www.business.txstate.edu/sbdc/Phone: 512-716-4800email: SBDC@txstate.edu • Round Rock (Main Office): • 1555 University Blvd, Suite 265 • Round Rock, TX 78664 • Austin (Satellite Office): • 314 E. Highland Mall Blvd., Ste 304 • Austin, TX 78752-3735 • San Marcos (Administrative Office • 601 University Dr. McCoy Hall 322 • San Marcos, TX 78666-7756

  47. Texas Area Local Contacts- Part V • Dallas County Comm College, Lead SW Texas SBDC 1402 Corinth Street Dallas, TX 75215 Tel: (214) 860-5831 Fax: (214) 860-5813 • The University of Texas of the Permian Basin 4901 E. University Odessa, Texas 79762 Ph: (915) 552-2455 Fax: (915) 552-2433 • Trinity Valley Comm College SBDC 500 South Prairieville Athens, TX 75751 Tel: (903) 675-7403 Fax: (903) 675-5199 • Bonham Satellite SBDC, Sam Rayburn Library 1201 E 9th St Bldg 2 Bonham, TX 75418 Tel: (903) 583-7565 FAX: (903) 583-6706 • Navarro SBDC 120 North 12th Street Corsicana, TX 75110 Tel: (903) 874-0658 Fax: (903) 874-4187 • International Trade Center SBDC World Trade Ctr, 2050 Stemmons Freeway, Ste 150 Dallas, TX 75258 Tel: (214) 747-1300 Fax: (214) 748-5774

  48. Texas Area Local Contacts- Part VI • Center For Government Contracting SBDC 1402 Corinth Street Dallas, TX 75215 Tel: (214) 860-5841 Fax: (214) 860-5881 • Grayson SBDC 6101 Grayson Drive Denison, TX 75020 Tel: (903) 463-8787 Fax: (903) 463-5437 • Denton Satellite SBDC P.O. Drawer P Denton, TX 76201 Tel: (817) 380-1849 Fax: (817) 382-0040 • Best Southwest SBDC 214 South Main, Suite 102A Duncanville, TX 75116 Tel: (214) 709-5878 Fax: (214) 709-6089 • SBDC for Enterprise Excellence 7300 Jack Newell Boulevard, South Fort Worth, TX 76118 Tel: (817) 272-5900 Fax: (817) 272-5952 • Tarrant SBDC 1500 Houston Street, Room 163 Ft. Worth, TX 76102 Tel: (817) 871-6028 Fax: (817) 871-0031

  49. Texas Area Local Contacts- Part VII • North Central Texas SBDC1525 West California Gainesville, TX 76240 Tel: (817) 668-4220 Fax: (817) 668-6049 • Kilgore College SBDC 110 Triple Creek Drive, Suite #70 Longview, TX 75601 Tel: (903) 757-5857 Fax: (903) 753-7920 • Northeast/Texarkana SBDCP.O. Box 1307 Mt. Pleasant, TX 75455 Tel: (903) 572-1911 Fax: (903) 572-0598 • Read more: http://www.bplans.com/sbdc/#Texas#ixzz0wX5fQVVi • Paris Junior College SBDC 2400 Clarksville Street Paris, TX 75460 Tel: (903) 784-1802 Fax: (903) 784-1801 • Courtyard Center For Professional and Economic Development, SBDC 4800 Preston Park Boulevard, Suite A126/Box 15 Plano, TX 75093 Tel: (214) 985-3770 Fax: (214) 985-3775 • Tyler Junior College SBDC1530 South SW Loop 323, Suite 100 Tyler, TX 75701 Tel: (903) 510-2975 Fax: (903) 510-2978 • Read more: http://www.bplans.com/sbdc/#Texas#ixzz0wX5nbVvw

  50. Texas Area Local Contacts- Part VIII • McLennan Community College SBDC401 FranklinWaco, TX 76701 Tel: (817) 714-0077Fax: (817) 714-1668 • Brazos Valley SBDC PO Box 3695Bryan, TX 77805-3695Tel: (409) 260-5222 Fax: (409) 260-5229 • Galveston County SBDC4015 Avenue QGalveston, TX 77550 Tel: (409) 762-7380 Fax: (409) 762-7898 • Lone Star College System, SBDC5000 Research Forest DriveSpring, TX 77381Tel: (281) 832-813-6674Fax: (281) 832-813-6624 • Sam Houston State Univ SBDC PO Box 2058Huntsville, TX 77341 Tel: (409) 294-3737 Fax: (409) 294-3612 • Brazosport College SBDC 500 College Drive Lake Jackson, TX 77566 Tel: (409) 266-3380 Fax: (409) 266-3482

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