The S.A.M.E. Scott Field Post
SMALL BUSINESS
EXHIBITION
Wednesday, August 25, 2010
Do you know your SBA financing options?
 small business loans
 loans for land and buildings
 surety bonds for small and minority
construction contractors
 venture capital investing
 export assistance
Your Small Business Resource
www.sba.gov 1-800 U ASK SBA
The 7A Loan Guaranty Program
• Guarantees up to $1,500,000 For -– Expansion or renovation
– Construction of new facilities
– The purchase of -• land or buildings
• machinery & equipment
• furniture and fixtures
• leasehold improvements
Your Small Business Resource
www.sba.gov 1-800 U ASK SBA
7A Loan Guaranty
Cont.
• Working Capital
• Inventory Purchases
• Refinancing existing
debt
Your Small Business Resource
www.sba.gov 1-800 U ASK SBA
7A Program Loan Requirements
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Business must be “small”
Business must be operated for profit
Good character/SBA Form 912
Liquid resource test
Management
Repayment ability
Collateral
Your Small Business Resource
www.sba.gov 1-800 U ASK SBA
Surety Bond Guarantee
Program
~ Office of Field Operations
~
Office of Surety
Guarantees
17 March 2010
Office of Surety Guarantees
Mission
Provide surety bond guarantees for small businesses in direct
partnership with surety companies and their agents. (The
program was established to help small businesses obtain bonds
who otherwise would not be able to obtain them in the
traditional commercial marketplace.)
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Office of Surety Guarantees
SBA guarantees between 70 and 90% of the
costs a surety company incurs if the small
business defaults, in order to encourage
surety companies to provide bonds to small
businesses.
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Small Business Program
Participation Requirements
• Applicant must be a small business as defined by the
proper NAICS Code.
(business, together with its affiliates, must be small for the
primary industry in which it is engaged.)
• Contract must require a bond.
• Public or private contract or subcontract cannot exceed $5
million, unless a Federal contract, in which case the
contract ceiling is $10 million.
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Office of Surety Guarantees
Fees

SBA charges the small business .729% of the
contract price for the bond guarantee.

SBA charges the surety company 26% of the fee the
surety company charges the small business.
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Procurement Center
Representative:
An Advocate, A Resource
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What PCRs Do
 Coordinate with
contracting activities
 Review acquisitions
 Recommend Set-asides
 Review Bundling Cases
 Review Solicitations
 Support 8(a) Business
Development
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Basis for SBA Programs
• Small Business Act
– Implements Congressional Policy to aid,
counsel, assist & protect the interests of
small business concerns
– Goal of policy is to ensure that a fair
proportion of purchases, contracts &
subcontracts be placed with small
businesses
http://www.sba.gov/library/lawroom.html
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Small Business Contract Assistance Programs
• Prime Contract Assistance
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Small business set-aside program
Procurement Preference Goaling
Size Determination Program
Waivers to the Non-Manufacturer Rule
Natural Resources Program
Certificate of Competency (COC)
• Subcontracting Assistance
http://www.sba.gov/GC/
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PCRs
• Help ensure a fair portion of purchases
go to Small Businesses of all types
– represent SBA at major buying activities
– review proposed acquisitions, including bundled
procurements
– recommend requirements to be set aside for
HUBZone, 8(a) & SB firms
– advise agencies & SBs on SBA programs
– initiate secretarial appeals
FAR Part 19.402
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Procurement Programs
• Small business
• HUBZone small business
• Service-disabled VOSB (SDVOSB)
FAR Part 19, Public Laws, Code of Federal Regulations
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PCRs and Appeals
• An appeal is a 3 step appellant process:
– PCR issues a Form 70, “SBA Recommendation”
to contracting officer (CO)
– If CO denies, writes a letter of appeal to the Head
of the Contracting Activity (HCA)
– If HCA denies, PCR forwards to SBA HQ
– SBA Administrator appeals to the Agency
Secretary or Administrator
FAR Part 19.505
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What PCRs Do
 Attend Training Events
 Promote SBA Programs
 Mediate SB Issues
 Monitor Public Notices
 Counsel small & ‘other
than small’ businesses,
Federal Agencies
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What PCRs See
 Small Business
Review Form
 Government Estimate
 Sole Source
Justifications (J&A)
 Statement of Work
 Acquisition Plan
 Market Survey
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What PCRs See
 Procurement
Request
 Purchase History
 Synopses
 Source Selection
Criteria
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What PCRs See
 Sensitive Information
 Set-aside appeals
 Certificate of
Competency Request
 Subcontracting Plans
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What PCRs Share
General Information
“In the Public Domain”
 Forecasts
 FedBizOpps Synopses
 Solicitations
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What Other Programs
Do PCRs Promote?
• Provide information
on resources offered
by government
contracting: COC,
Size Determination,
Size Standards, CCR
Small Business
Dynamic Search, and
CMR subcontracting
activities.
• Provide directions
and contacts
regarding district
programs: Loans,
Surety Bond
Guarantee, and
Economic
Development
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Size Determinations
IAW 13 CFR 121
Firm must:
• Meet size standard
for NAICS code
specified in
solicitation
• Self-certify size
status
• Be small at time of
self-certification
If Questioned, Protest
must be:
• Specific to a buy
• Received in a timely
manner
• Forwarded to Area
Director for formal
determination.
Size Determination Specialists are located at SBA Area Offices
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Certificates of Competency
Capacity, Credit, Capability, Competency,
Integrity, Perseverance & Tenacity,
Limitations on Subcontracting.
When determined to be non-responsible,
a small business is entitled to an
independent review by the SBA.
Written referrals must be sent to the
SBA Area Office responsible for
the geographic location of the small business.
www.sba.gov/GC/
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PCRs are Unique!
 Small Business
Advocate
 Adversarial
Relationships
 Small Business
Specialist Support
 Special Authority
 Insider-Outsider
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Your SBA PCR:
MARIA GALLOWAY
An Advocate for all types
of small businesses.
A resource for
information and advice.
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