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Teaching Your Clients How To Obtain a Small Business Certification

          This page is a compilation of web resources that supplements The Contracting Education Academy’s workshop entitled “Teaching Your Clients How to Obtain a Small Business Certification” and The Academy’s Workbook by the same name.  The workshop was first conducted on November 10, 2019 in conjunction with the Fall 2019 Training Conference of the Association of Procurement Technical Assistance Centers (APTAC).
          For the convenience of PTAC Counselors, the links listed below are grouped consistent with the organization of the printed Workbook.  Included in the resources posted below are several “Client Tips,” each designed to be used by PTAC Counselors to educate clients about a specific aspect of the Certification Application process.  The “Client Tips” are marked with this symbol: PTAC Tool icon
          The Academy hopes that PTAC Counselors find all of these resources helpful as you work with businesses to help them become certified to win government contracts.
          The Academy intends to maintain this web page as a perpetual resource for use by APTAC members now and into the future.  New resources and updates will be made on an on-going basis.  Please email us at info@ContractingAcademy.gatech.edu if you discover a web link that is broken so that we may update it.  Also, APTAC members are encouraged to suggest additional resources which could be added to this page.

 

Eligibility: Understanding the Eligibility Requirements 
  • Where Do I Find the Small Business Eligibility Rules?PTAC Tool icon
  • 8(a) Fact SheetPTAC Tool icon
  • HUBZoneFact SheetPTAC Tool icon
  • SDVOSB Fact SheetPTAC Tool icon
  • WOSB-EDWOSB Fact SheetPTAC Tool icon
  • Small Business Certifications – SBA Fact Sheet
  • Questions to Answer Before Pursuing Small Business CertificationsPTAC Tool icon
  • A Guide to SBA’s Size and Affiliation Rules – June 2018
  • SBA Certification of WOSB and EDWOSBs – Proposed Rule – May 14 2019
  • SBA Size Standards Methodology April 11, 2019
  • SBA Table of Size Standards – Effective Aug 19, 2019
  • SBA Veterans Assistance Programs – Congressional Research Service – Aug. 2019
  • An Overview of Small Business Contracting – Congressional Research Service – July 2019
  • SBA’s 8(a) Program – Overview History and Current Issues – Congressional Research Service 04.2019
  • SBA’s HUBZone Program – Congressional Research Service 07.2019
  • Suspension of SBA’s Small Disadvantaged Business Certification (SDB) Program – Oct. 2008
  • The Demise of the Federal Government Small Business Program
Preparation: The Steps To Take to Get Ready To Complete the Application
  • SBA Form 355 – Application for Small Business Size Determination
  • SBA SMALL BUSINESS COMPLIANCE GUIDE – Size & Affiliation 2018-07-13
  • VA Verification Guidelines – Sept. 2018
  • 8(a) Application Documentation Requirements – SBA -February-07-2017
  • HUBZone Application Guide
  • Interim-Business-Process-Guidance-to-Submitting-8a-Application-February-07-2017
  • Quick Guide for SAM Registration
  • SBA’s HUBZone Certification Process-OIG-Report-19-08
  • VA Vets First Verification Program
  • SBA WOSB Certification Checklist
  • WOSB EDWOSB Certification Guide – Proposed Rule – May 2019
Submission: How To Submit the Certification Application
  • Managing Your Certify.SBA.gov Business Profile – June 2017
  • Submitting an 8(a) Application – SBA – February-07-2017
  • SBA Form 1010 – 8(a) Application
  • SBA Form 1010 IND – Individual Owners, Officers, Partners, Directors. Managers
  • SBA Form 413 – Personal Financial Statement (used for 8(a))
  • SBA Form 912 – Statement of Personal History
  • HUBZone Certification Form for ANCs, NHOs, CDCs
  • HUBZone Certification Form for Small Agricultural Coops
  • HUBZone Certification Form for Tribal Gov’ts
  • HUBZone Supporting Documentation for LLCs
  • HUBZone Supporting Documentation for Partnerships
  • HUBZone Supporting Documentation for Sole Proprietorships
  • HUBZone Supporting Documentation Request for Corporations
  • Required Documents for VA’s CVE VIPApplication – Dec. 2018
  • SBA Form 413 – Personal Financial Statement (used for EDWOSB)
  • SBA Form 2413 – WOSB Certification Requirements
  • WOSB Certification Form – SBA Form 2413 – 11.03.2017
  • VEMS Portal User Guide – VA CVE – May 2018
  • Contracting Support for Small Businesses
  • Documents Required for a VOSB-SDVOSB Application to VA’s CVE – Dec. 4 2018
  • Sample WOSB Application – USWCC
  • SBA Rules for Small Business Subcontract Reporting 
Follow-Up: What To Expect after Submission and How To Leverage the New Certification
  • DoD Prime and Subcontractor Directory 
  • Federal Contract Awards with Subcontract Plans – FY17
  • Myth-Busting Memo #4 – Strengthening Engagement with Industry Partners through Innovative Business Practices 04.30.2019

 

August 31, 2015 By AMK

Academy to host U.S. Women’s Chamber meeting in Atlanta on Sept. 16th

Following a successful Georgia chapter kick-off event in June, the U.S. Women’s Chamber of Commerce returns to the Georgia Tech campus on Sept. 16, 2015 with a special event — Growth Masters™.

Growth Masters™ is a community of individuals who are committed to actively owning their opportunities; confidently and capably leveraging resources to achieve financial, business, career, leadership and personal growth.

uswccThe Sept. 16th event will be a brown bag lunch meeting highlighting and focusing on success strategies to help women-owned businesses grow their firms through education and dialogue.  NOTE: This meeting has been converted to a webinar.  To register, please visit: https://uswcc.org/events/uswcc-atlanta-presents-growth-masters-2015-09/

Guest speaker at the September event will be Crystal Blackwell.  She is President and Chief Executive Officer of Staffing One, Inc.   Ms. Blackwell is also Chief Executive Officer of Human Capital Management, Inc., a direct hire firm, and Blackwell Capital, LLC, both Atlanta-based firms.  Staffing One began operations in Atlanta in 1996 and currently provides Administrative, Accounting, Legal and Engineering staffing services in 13 states in the Southeastern U.S.   Ms. Blackwell has over 30 years of staffing services experience. She has also marketed staffing services in the Boston and New York markets.

The September meeting of the Georgia chapter of the U.S. Women’s Chamber of Commerce is being hosted by the Contracting Education Academy at Georgia Tech.

Agenda

11:00 am – Registration & Networking

11:30 am – Guest Expert Presentation

12:30 pm – Discussion on personal and group strategies for growth

1:00 pm – Adjourn

Location

75 Fifth Street, NW, 3rd Floor – Hodges Room, Atlanta, GA 30308

Registration Details

To register to attend this event, please click here.

Attendance is complimentary for USWCC/Supplier Members; $15 for USWCC/Business Members; $40 for USWCC/Advocate and Individual Members and Non-Members.

Not a member?  Join the U.S. Women’s Chamber of Commerce as a Business or Supplier Member and save on this and future meetings and activities.

 

Filed Under: Academy News Tagged With: Georgia Tech, networks, USWCC, woman owned business, WOSB

June 9, 2015 By AMK

Georgia Tech hosting Atlanta Women’s Economic Summit on June 24

“Driving Opportunities and Influence” is the theme of an event being held in Atlanta on June 24, 2015 by the U.S. Women’s Chamber of Commerce (USWCC) and hosted by Georgia Tech’s Contracting Education Academy.

uswccThe event is an effort on the part of the USWCC to work with the women of Atlanta to advance economic opportunities and influence.

“Working together,” states USWCC CEO Margot Dorfman, “we will gain a good understanding of our current economic position, centers of influence within the region and steps we can take together to drive progress.  Please join us and be part of a strong economic future for women in Atlanta — and across the U.S.”

CEO Dorfman and Co-Founder Terry Williams will lead the Atlanta Women’s Economic Summit.

Agenda items on the morning of June 24 include: Women’s Economic Priorities, State of the State of Georgia Women in Business, Finding Centers of Influence for Economic Development, Tapping in to Secure Business Opportunities, Driving Opportunities and Influence, Success Strategies, and Cornerstones for the Future – Taking the Lead.  The event concludes after a lunch break, with a discussion of Opportunities and Strategic Planning for Those Interested in Leadership.

This summit will be held in Technology Square in Midtown Atlanta at the Centergy Building, 75 Fifth St, NW, Atlanta, GA 30308.

Pre-registration is required, and is open to USWCC members and non-members alike.  Registration may be accomplished at: https://uswcc.org/events/atlanta-womens-economic-summit.

Filed Under: Academy News Tagged With: Georgia Tech, networks, USWCC, woman owned business, WOSB

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