SBA and Programs to Know About First Wednesday Virtual Learning - - PowerPoint PPT Presentation

First Wednesday Virtual Learning Series 2018 www.sba.gov

SBA and Programs to Know About

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Chris Eischen, Procurement Center Representative SBA Office of Government Contracting, Area IV, Kansas City, MO christopher.eischen@sba.gov (816) 426-4911 Deborah Crumity, Procurement Center Representative SBA Office of Government Contracting, Area IV, Rock Island Arsenal, IL deborah.d.crumity.civ@mail.mil (309) 782-5734

Hosts

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Questions answered during the final 10 minutes.

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Technical problems: Contact the moderator with a note or call AT&T Connect Support at 1-888-796-6118.

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Page numbers stated for those working off hard copies of the program.

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We cover the “SBA Quick Reference” as time allows.

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For more SBA training visit the SBA Learning Center website https://www.sba.gov/tools/sba-learning-center/search/training

Welcome to “SBA Virtual Learning 2018”

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Procurement Technical Assistance Centers are a vital resource partner.

• APTAC posts past “First Wednesday” programing at this link:

http://www.aptac-us.org/for-contracting-officers-sba-webinar-library/

• Contracting officer resources: “How PTACs partner with federal

agencies”: http://www.aptac-us.org/federal-partners/

• Find your nearest Procurement Technical Assistance Center at

http://www.aptac-us.org

Association of Procurement Technical Assistance Centers (APTAC)

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The program schedule above is for information only and is subject to change. FY 2018 Date Topic

1 October 4, 2017 Non-Manufacturer Rule 2 November 1, 2017 SBA Native American Programs - AI/ANC/NHO 3 December 6, 2017 SBA Programs You May Not Know About

Natural Resources Assistance/Disaster Assistance

4 January 10, 2018 Historically Underutilized Business Zones 5 February 7, 2018 Certificate of Competency Program 6 March 7, 2018 Woman Owned Small Business 7 April 4, 2018 Size and Affiliation 8 May 2, 2018 Subcontracting Plans: Pre-Award 9 June 6, 2018 SDVOSB 10 July 11, 2018 SBA Legislative Update 11 August 1, 2018 Mentor/ Protégé Program

1st WEDNESDAY VIRTUAL LEARNING SERIES 2018 SCHEDULE

1:00 to 2:00 Central Time

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 Self-service: Using the PowerPoint that was sent with your invitation

for this training event, fill in your name on the certificate slide and

• save. Download the certificate and print for your records. You

submit your request for training credit IAW your agency policy, i.e. FAITAS.

 Phoning in only: If you listen in groups and you want all attendees to

be included on the future mailing list, send email addresses of participants in an excel document to sbalearning@sba.gov.

One Continuous Learning Point

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Valerie Coleman Program Manager, Prime Contracts Office of Government Contracting U.S. Small Business Administration valerie.coleman@sba.gov (281) 245-4777 Jan Kaiser Procurement Center Representative SBA Office of Government Contracting, Area IV, Chicago janis.kaiser@sba.gov (312) 353-7442 And Stewart Kallam Industrial Specialist (Forestry) SBA Office of Government Contracting, Area II, Atlanta, GA Stewart.Kallam@sba.gov (404) 331-0141

Presenters

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www.sba.gov

About SBA

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What SBA Does

• Access to Capital (Business Financing)
• Entrepreneurial Development (Education,

Information, Technical Assistance & Training)

• Government Contracting (Federal Procurement)
• Advocacy (Voice for Small Business)

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SBA Organizational Chart

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Office of Government Contracting

Office of Government Contracting (GC)

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Our mission is to assist small businesses in obtaining a fair share of Federal Government contracts, subcontracts and property sales.

Office of Government Contracting (GC)

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• Prime Contracts

– Procurement Center Representative (PCR)

• Subcontracting Assistance

– Commercial Market Representative (CMR)

• Certificate of Competency (COC) Program

– Industrial Specialists

• Size Program

– Size Specialists

• Natural Resource & Sales Assistance Program (Timber)

– Industrial Specialist Forestry

GC Programs

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Office of Natural Resource Sales Assistance (ONRSA)

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Purpose

SBA’s Natural Resource Sales Assistance Program is intended to:

• Aid and assist small business concerns in obtaining

a fair share of Federal property offered for sale or lease.

• These efforts are concentrated primarily on sales
• f Federal Timber

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Stewart Kallam John Bagaason Kevin Michael Atlanta, Georgia Seattle, Washington Auburn, Washington 404-331-0141 206-553-8546 253-931-7161 stewart.kallam@sba.gov john.bagaason@sba.gov kevin.michael@sba.gov

Washington, DC Program Director David Loines Industrial Specialists - Forestry

SBA Timber Program

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United States Forest Service Regions

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• U. S. Government Timber
• Federal timber is sold to the public for processing into wood products

used daily around the world

• Lumber, plywood, paper, fuel wood, chemicals, etc. are some products

generated from wood

• The U. S. Government owns and manages roughly 640 million acres of

land

• The largest land management agencies are the Bureau of Land

Management and the Forest Service

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Small Business Timber Program

• Timber sale contracts offered by the U. S. Government and covered

by the SBA Program are solicited under NAICS Code 113310-Logging

• Participants under the Logging NAICS Code must be primarily

engaged in the logging or forest products industry

• The size standard for participants and their affiliates is 500

employees or less

• Buyer agrees when purchasing set aside sales to only manufacture

the logs into finish products at their own facilities or those of concerns that qualify as small businesses

• They agree that if they resell the timber from set aside sales, they

will sell no more than a specified percent of the advertised saw timber volume to other than small businesses

• The Small Business Timber Sale program is not governed by FAR

contracting regulations

• The regulations for the timber program are found in 13 CFR 121

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Small Business Share

• Under memorandums of understanding

established with the Forest Service and Bureau of Land Management (BLM), Small Business shares were established to define the percentage of saw timber volume sold to Small Business in defined Market Areas

• Shares are based on past purchase history and

are recomputed every five years using the most recent five year purchase data

• The current 5-year period is FY2016-FY2020

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Other Agencies

• Include the Department of Defense,

Department of Energy, Department of the Interior, Fish and Wildlife Services, Tennessee Valley Authority, and National Park Service

• These agencies are not governed by Small

Business shares but by the expressed need of the Small Business community operating in their area for set aside timber sales

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Share Management

• When governed by calculated shares, as is the case with

the Forest Service and BLM, if Small Business Timber Purchasers buy: ≥ Share: No Need For Set Asides < Share: Generates Small Business Deficit < 90% of Share: Need For Set Asides - Triggered

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Fiscal Year 2017 Statistics Timber Sales to Small Business

• Small business purchased 73% of all Federal

timber sold

• Total value of Federal timber sold to small

business = $180,910,162

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Small Business Royalty Oil, Coal, Gas, and Property Sales

Industrial Specialist Stewart Kallam Atlanta

• Department of the Interior, Bureau of Land Management

Minerals Management Services

• General Services Administration, Defense Logistics Agency

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What is Royalty Oil Sales?

The Federal Government receives crude oil and gas royalties, instead of cash, as payment for the leasing of public lands for the exploration and mining of oil and gas. The payment to the government is called Royalty-in- Kind.

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What is Property Sales Assistance

• The Federal Government sells large quantities
• f personal property declared surplus. This

includes military surplus property.

• SBA does not sell surplus property, but is

responsible for helping small business find and

• btain its fair share of this federal property for

sale.

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How to Help

• Keep abreast of Market changes and any

government surplus generated as a result

• Periodically update the Industrial Specialist –

Forestry when excess stockpiles have been identified

• Counsel Small Businesses on the help available

through the Natural Resource Sales Assistance Program

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Office of Disaster Assistance

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• In the aftermath of a disaster, such as

a hurricane, flood, tornado or wildfire SBA plays an important role.

• Our primary disaster assistance is in

the form of direct loans to – small businesses and – individual homeowners and renters

• Post-disaster, SBA staff and our

valuable business counseling partners can help you revise business plans for recovery, assist with reconstructing business records, advise on reinventing businesses to reflect a post-disaster economy, and more.

• https://www.sba.gov/disaster-

assistance/disaster-response- contracts

Office of Disaster Assistance https://www.sba.gov/disaster-assistance/

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Office of Disaster Assistance

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Regional and District Offices Area Offices

SBA Organizational Chart

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• Regional Offices cover multiple states and are all the same color above
• Area Offices can cover multiple Regions
• District Offices are in each state – same states have more than one District Office

Regional/District vs. Area Offices

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Regional/District Offices https://www.sba.gov/tools/local-assistance

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To locate an SBA Regional Office go to https://www.sba.gov/tools/local-assistance/regionaloffices

FAR 49.402-3(e)(4) discusses procedures for contractor default that includes SBA. “(4) If the contractor is a small business firm, the contracting officer shall immediately provide a copy of any cure notice or show cause notice to the contracting office’s small business specialist and the Small Business Administration Regional Office nearest the contractor.

Regional Offices

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Districts also provide…

• Special programs are available for service

disabled veteran owned and woman

• wned small businesses and small

businesses involved in international trade.

• Access to capital for new or existing

businesses through guaranteed loans made by area bank and non-bank lenders.

• Free counseling, advice and information
• n starting, better operating or expanding

a small business through SCORE, “Counselors to America’s Small Business,” Small Business Development Centers (SBDC) and Women’s Business Centers (WBC).

• They also conduct training events

throughout the district - some may require a small business pay nominal registration fee.

District Offices provide Federal contracting assistance to businesses

• wned and controlled by socially and

economically disadvantaged individuals through the 8(a) Business Development Program. To locate a DISTRICT Office BOS visit: https://www.sba.gov/tools/local- assistance/districtoffices

SBA District Offices

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WHO: GC headquarters staff and field staff positions, Procurement Center Representatives (PCRs), Commercial Market Representatives (CMRs), Certificate of Competency (COC) Specialists, Size Determination Specialists, and Industrial Specialists (IS)

Where: To locate an SBA Area Office go to https://www.sba.gov/contractin g/resources-small- businesses/pcr-directory.

WHAT: Certificate of Competency Program, Natural Resources Assistance Program, Service-Disabled Veteran-Owned Small Business Program, Small Business Size Determinations, Waivers of the Nonmanufacturer Rule, and the Women-Owned Small Business Program.

GC also plays a major role in the formulation of federal procurement policies that affect small businesses.

Area Offices

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GC Area Offices

https://www.sba.gov/contracting/resources-small- businesses/procurement-center-representatives

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The Office of Government Contracting (GC) is committed to providing the Nation’s SBs with the competitive edge. To provide you with more information on any of our Government Contracting Programs, go to: https://www.sba.gov/contracting/contracting-

• fficials

GC Assistance

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So who do I send info to?

• 8(a) program – Offering letters; awards/modifications;

eligibility questions - Goes to the District Office

• COC/Size issues – Goes to the GC Area Office where

the HQ of the SB is located

– SB located in Oklahoma City needs a COC done – send to the Dallas/Fort Worth Area Office

• https://www.sba.gov/sites/default/files/articles/COC_listing.pdf

– SB located in Seattle needs a size determination – send to the San Francisco Area Office

• http://www.sba.gov/content/size-protests-size-determinations-

and-appeals

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So who do I send info to? Continued

• Subcontracting Plans – Goes to the GC Area Office

where the Administrator named in the Plan is located

– Agency is in DC; Work is in Houston; Prime is located in Albany; Administrator of Plan is located in Des Moines – send to the Area Office in Chicago – https://www.sba.gov/contracting/resources-small- businesses/cmr-directory

• Non-Manufacturer Rule – Everything goes to

nmrwaivers@sba.gov

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So who do I send info to? Continued

• Small Business Coordination Records (DOD 2579,

GSA 2689, VA 2268, etc. ) – sent to the assigned PCR.

– https://www.sba.gov/contracting/resources-small- businesses/procurement-center-representatives

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So who do I send info to? Continued

• Contract Termination with Small Business Concerns

IAW FAR 49.402-3(e)(4) the contracting officer shall immediately provide a copy of any cure notice or show cause notice to the contracting office’s small business specialist and the Small Business Administration Regional Office nearest the contractor. To locate an SBA Regional Office go to https://www.sba.gov/tools/local-assistance/regionaloffices

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So who do I send info to? - 8(a) Continued

• Contract Termination with 8(a) Program Concerns –

Communicate with the 8(a) concern’s SBA District Office

In accordance with FAR 19.800(e) when SBA has delegated its 8(a) program contract execution authority to an agency, the contracting officer must refer to its agency supplement (i.e. DFARS, VAAR, GSAM, EPAARS, etc.) or other policy directives for appropriate guidance including the Partnership Agreements (PA) between your agency and SBA which include a provision that the responsible Agency shall ensure that all contracts awarded pursuant to their PA contain provisions that require advance notice to SBA (as the prime contractor) prior to issuance of a final notice terminating the 8(a) contract in whole or in part. Locate your agency PA with SBA at the following website: https://www.sba.gov/contracting/contracting-officials/sba-agencies-partnership- agreements.

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Info on WOSB

• WOSB

https://www.sba.gov/contracting/government

• contracting-programs/women-owned-small-

businesses/what-you-need-know-if-you-are- federal-contracting-officer

• Protests go to wosb@sba.gov

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Info on SDVOSB

• SDVOSB

https://www.sba.gov/contracting/government- contracting-programs/service-disabled-veteran-owned- businesses

• Protests go to:

– SBA HQ Office of Government Contracting 409 3rd St, SW Washington DC 20416 Attn: SDVOSB Protest

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Info on HUBZone

• HUBZone

https://www.sba.gov/contracting/government- contracting-programs/hubzone-program/hubzone- maps

• Protests

https://www.sba.gov/tools/sba-learning- center/training/hubzone-mini-primer-3 https://www.sba.gov/contracting/government- contracting-programs/hubzone-program/frequently- asked-questions#protests

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SBA offers several training options:

• 1102 First Wednesday Training Sessions
• Participation is limited to federal acquisition and related staff,

SBA, and Procurement Technical Assistance Center (PTAC) staff.

• Monthly online webinar
• SBA Website
• www.sba.gov
• Learning Center Tab
• Contact the GC Area

Director for your location

SBA Training Opportunities

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Questions

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Dynamic Small Business Search

http://dsbs.sba.gov/dsbs/search/dsp_dsbs.cfm

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SBA Size Regulations 13 CFR Part 121 HUBZone Regulations 13 CFR 126.616 SBA Certificate of Competency 13 CFR 125.5 Service-Disabled Veteran 13 CFR 125.15(b) 8(a) and SDB Regulations 13 CFR 124.513 Small Disadvantaged Business 13 CFR 124.1002(f) WOSB Program 13 CFR 127 SBA Prime Contracting 13 CFR 125.2 SBA Subcontracting 13 CFR 125.3

Summary of CFR Regulations

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• A. SBA Government Contracting Area Offices
• 1. SBA Procurement Center Representatives (PCRs)
• 2. SBA Commercial Market Representatives (CMRs)
• B. SBA District Offices
• 1. Business Opportunity Specialists (BOS)
• C. SBA Regional Offices
• D. SBA Headquarters

Types of SBA Contacts and Offices

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Six SBA Government Contracting Areas

https://www.sba.gov/content/pcr-directory

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• 1. Size protests (with recertification) FAR 19.302

13 CFR 121.1001 13 CFR 121.1010

• 2. Locating nearest SBA staffer

FAR 19.4

• 3. Certificate of Competency

FAR 19.6 13 CFR 125.5

• 4. COC Limitations on Subcontracting Compliance

FAR 19.601 13 CFR 125.6(f)

• 5. Receiving copies subcontracting plans

FAR 19.705-6

• A. SBA Quick Reference - SBA Area Offices

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FAR 19.402 Small Business Administration procurement center

• representatives. (a)(1) The SBA may assign one or more

procurement center representatives to any contracting activity or contract administration office to carry out SBA policies and programs… (2) If a SBA procurement center representative is not assigned to the procuring activity or contract administration office, contact the SBA Office of Government Contracting Area Office….. (b) Upon their request and subject to applicable acquisition and security regulations, contracting officers shall give SBA procurement center representatives….access to all reasonably obtainable contract….

• B. SBA Quick Reference -

SBA Procurement Center Representatives(PCRs)

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• 1. SBA PCR coordination records

FAR 19..501(b) 13 CFR 125.2

• 2. Small business set-aside appeals

FAR 19.505 13 CFR 125.2(b)(7)

• 3. HUBZone set-aside appeals

FAR 19.1305 FAR 19.1306 13 CFR 126.61

• 4. SDVOSB set-aside appeal

FAR 19.1405 FAR 19.1406 13 CFR 125.22

• 5. Reporting bundling to SBA (MATOCs)

FAR 19.202-1(e)(1) 13 CFR 125.2

• 6. SBA subcontracting plan reviews-copies

FAR 19.705-5(3) 13 CFR 125.2(b)(6)(iii) FAR 19.705-6(c) 13 CFR 125.2(b)(6)(iii)(C)

• 7. SBA subcontracting program review

FAR 19.707(4) 13 CFR 125.2(b)(6)(iii)(C)

• 8. Small business TFD

FAR 49.402-3 (e)(4)) (Termination for default)

• 9. Surveillance review of agency contracting

FAR 19.402(c)(5)

• B. SBA Quick Reference SBA PCRs,

cont.

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Agency cy Form Title 1 Commerce CD 570 Small Business Set-aside Review 2 Defense 2579 Small Business Coordination Record 3 Energy 4220.2 Small Business Review Form 4 GSA 2689 Small Business Analysis Record 5 HHS 653 Small Business Review Form 6 Homeland Security 700-22 Small Business Review Form 7 Interior 1886 Acquisition Screening and Review Form 8 Labor DL1-2004 Small Business Procurement Determination 9 NASA NF 1787 Small Business Review Sheet 10 State DS-1910 Small Business Clearance Form 11 Transportation 4250 Small Business Program Review Form 12 USDA AD-1205 Small Business Program – Procurement Review 13 VA 2268 Procurement Request Review For Small Business Programs and Contract Bundling

Small Business Coordination Forms Sent To SBA PCRs

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19.705-6 Postaward responsibilities of the contracting officer. …: (a) Notifying the SBA of the award by sending a copy of the award document to the Area Director, Office of Government Contracting, in the SBA area

• ffice where the contract will be performed.

(c) Giving to the SBA procurement center representative….a copy of— (1) Any subcontracting plan submitted in response to a sealed bid solicitation; and (2) The final negotiated subcontracting plan that was incorporated into a negotiated contract or contract modification. (d) Notifying the SBA procurement center representative…. of the opportunity to review subcontracting plans in connection with contract modifications.

Document that you have provided SBA Area Directors with copies of subcontracting plans

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1.

Prime contractor portfolio management 13 CFR 125.3

2.

Reviews of subcontracting plan holders 13 CFR 125.3

3.

Matchmaking 13 CFR 125.3

4.

SBA SUB-Net link at: http://www.sba.gov/content/sub-net

5.

SBA Subcontracting Opportunities Directory link at: http://www.sba.gov/subcontracting-directory

6.

“SBLO Handbook” link at: http://www.sba.gov/content/small- business-liaison-officer-handbook

• C. SBA Quick Reference - SBA Commercial

Market Representatives (CMRs) link at:

https://www.sba.gov/content/cmr-directory

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Link to district offices at: http://www.sba.gov/about-offices-list/3

• D. SBA Quick Reference – SBA Regional and

District Offices

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To locate SBA 8(a) business development servicing

• ffice, check Dynamic Small Business Search at the link:

http://dsbs.sba.gov/dsbs/search/dsp_dsbs.cfm and then local resources at the link http://www.sba.gov/tools/local- assistance/districtoffices

• D. SBA Quick Reference - SBA District Offices,

cont.

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• 1. HUBZone status protests

FAR 19.306 13 CFR 126.801

• 2. NAICS code appeal

FAR 19.30 3 13 CFR 121.1103

• 3. Non-manufacturer rule waivers

FAR 19.102(f)(1)-(7) 13 CFR 121.1204

• 4. SDVOSB status protest

FAR 19.307 13 CFR 125.23

• 5. WOSB Program status protest

FAR 19.308/13 CFR 1275.600

• E. SBA Quick Reference - SBA Headquarters

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The preferred and most expeditious method for asking questions and submitting waiver requests is by e-mail to nmrwaivers@sba.gov.

NMR Program Office

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Find your PCR at https://www.sba.gov/content/pcr-directory