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Govt Contracting
Webinar Series
Learn Before You Leap!
• Govt Grants & SBIR Process
RECORDING: http://youtu.be/1n8mUFsRcBc
• Simplified Acquisitions
RECORDING: http://youtu.be/dwSjw_P8WNg
• Mentor-Protégé Program
RECORDING: https://vimeo.com/103389860
• HUBZone Certification
RECORDING: http://youtu.be/Eokpi70EOz8
• Aug 20 Access to Capital
Guest: John Fedewa, Armcor
Register: https://attendee.gotowebinar.com/register/8982943287949640962
• Aug 21 Winning Proposals
Guest: Michael Hordell & Richard Leahy, Pepper Hamilton LLP
Register: https://attendee.gotowebinar.com/register/2283591451730106626
ALL WEBINARS WILL BE RECORDED AND ARE AVAILABLE FOR DOWNLOAD ON OUR WEBSITE
UNDER THE WEBINAR TAB
PLEASE VISIT WWW.JENNIFERSCHAUS.COM AND SELECT “WEBINARS”
Jennifer Schaus & Associates
GOVERNMENT CONTRACTORS
WEBINAR SERIES
HUBZone Certification
August 14, 2014
Jennifer Schaus & Associates
• Washington DC Based
• 20+ Yrs Government Contracting
• GSA Schedule Consulting
• Govt Contractor Events
• Govt Contractor Support Services
1717 Penn Ave, NW; #1025
Washington DC 20006
+ 1 – 2 0 2 – 3 6 5 – 0 5 9 8
http://JenniferSchaus.com
Jennifer Schaus & Associates
SPONSOR ANNOUNCEMENT…
Unanet provides software to over 1,000 Government Contractors that facilitates:
• DCAA Compliant Time Tracking & Approvals
• Expense Reporting Automation with Federal Per Diems
• Real-Time Reporting on Direct & Indirect Costs
• KPIs on Profitability, Utilization, Actual vs. Budget, etc.
• Billing & Revenue Recognition
• Budgeting, Planning & Resource Forecasting
• Contract Management
WEBSITE: www.Unanet.com
CONTACT: MFranklin@Unanet.com
Jennifer Schaus & Associates
HUBZone Certification
AGENDA:
Speaker: Jon Williams, Partner with PilieroMazza PLLC
Presentation
Audience Q & A
Conclusions & Wrap-Up
Jennifer Schaus & Associates
HUBZone Certification
888 17th Street, NW
11th Floor
Washington, DC 20006
202-857-1000
jwilliams@pilieromazza.com
Jon Williams
Jennifer Schaus & Associates
HUBZone Certification
SPEAKER BIO: Jon Williams, Partner
• Member of Government Contracts and Small Business
Programs Groups
• More than 13 years of experience advising contractors on
all aspects of doing business with the federal government,
with a focus on the federal small business programs
including the HUBZone, 8(a), SDVOSB, and WOSB
programs
• Represents contractors in bid protests, size protests,
appeals, claims, and related administrative and court
proceedings
• Frequent speaker and author on government contracting
issues for small businesses
Jennifer Schaus & Associates
HUBZone Certification
Jennifer Schaus & Associates
Overview
Preparing for a smooth HUBZone certification process
• HUBZone eligibility criteria
• Employee counting issues
• Employee record issues
• The HUBZone application process
• What documents do you need?
• What to expect
• Changes are coming
Jennifer Schaus & Associates
HUBZone Eligibility Criteria
• Must be a SMALL business
• Size of a firm includes any affiliates
• Multiple ways that affiliation can arise
• Key is when one firm controls or has the power to control the
other, or a third party or parties control or have the power to
control both, even if this control is not exercised
• Can have affiliates, but must be small combined
Jennifer Schaus & Associates
HUBZone Eligibility Criteria (Continued)
• Must be at least 51% owned and controlled by a U.S.
citizen
• “Principal office” must be located in a HUBZone
• The location where the greatest number of the firm’s employees
at any one location perform their work
• Job site exception for firms in services and construction
• At least 35% of employees must live in a HUBZone
• “Employee” means all individuals employed on a full-time,
part-time, or other basis working at least 40 hours per month
Jennifer Schaus & Associates
Employee Counting Issues
• Job site employees must be on a contract
• Job site employee distinction only applicable to principal office
location calculation, not the 35% HUBZone residency requirement
• Employee “test” found in SBA Size Policy Statement No. 1
• Includes considerations such as paying state unemployment taxes,
power to hire and fire employees, supervise employees, etc.
• Vital to keep accurate and current records
• Employee drivers licenses – make sure not expired
• HUBZone maps of employees’ addresses
Jennifer Schaus & Associates
The HUBZone Application Process
• Verify eligibility
• Gather supporting documentation
• Review sample HUBZone application form
• Review and ask questions
• Access SBA’s General Login System
• Complete and submit online HUBZone application
• Submit any requested supporting documentation
Jennifer Schaus & Associates
Ready to Apply? Considerations
• About 25% of applications are denied
• Must wait 90 days after denial to re-apply
• SBA statistics demonstrate that more “established” firms
typically have greater success in the Program
• Not a business development program like 8(a) Program
• Only 30% of HUBZone-certified firms in the SBA’s portfolio have
HUBZone contracts, most do not get work
• Hard to stay compliant with all Program criteria
Jennifer Schaus & Associates
Documents You Will Need
• General business information
• DUNS number
• Business and personal federal tax returns for the last three years
• Business ownership documentation – articles of incorporation, LLC,
etc.
• Citizen documentation for owners
• SAM.gov profile
• Appropriate NAICS codes
• Proof of principal office location, such as lease agreement
• Official payroll records and other information showing employees
residing within HUBZones (drivers licenses, HUBZone maps, etc.)
• Other information supporting HUBZone eligibility requirements
Jennifer Schaus & Associates
What Happens After You Apply?
• Usually takes three to six months for application to be
processed
• Roughly 10% of applicants will receive a “site visit”
• SBA may have questions about submission
Jennifer Schaus & Associates
Approved or Denied?
• If approved:
• Go on list of approved HUBZone entities
• Check SBA’s Dynamic Small Business website to ensure it reflects
your status
• Can start pursuing HUBZone projects immediately
• Must recertify continued HUBZone eligibility every three years
• No maximum amount of time in the Program
• If denied:
• No formal appeal process
• May submit an informal “request for reconsideration” if you believe
denial was based on “clear and significant error” of procedures or
significant facts relevant to your application
Jennifer Schaus & Associates
Changes Are Coming
• 90-day target for processing new applications
• New Standard Operating Procedures coming soon
• Overhaul of regulations expected this year
• Site visits of about 10% per year of all HUBZone
participants will continue
• Reduce full document reviews from once every three years
to once every six years?
• Protest decisions made public?
Jennifer Schaus & Associates
HUBZone Certification
Questions ? ? ?
Jennifer Schaus & Associates
HUBZone Certification
Conclusions . . .
Jennifer Schaus & Associates
HUBZone Certification
Conclusions . . .
• To be eligible for the HUBZone program, your
principal office must be located in a HUBZone
and 35% of your employees must live in a
HUBZone
• Make sure you gather all the eligibility
documents before you apply
• Plan for a 3-6 month application process
• Keep an eye out for coming changes
Thank You !!
CONTACT INFO
Jennifer Schaus & Associates
JSchaus@JenniferSchaus.com
http://JenniferSchaus.com
+ 1 – 2 0 2 – 3 6 5 – 0 5 9 8
Jon Williams
Partner, PilieroMazza PLLC
888 17th Street, NW
11th Floor
Washington, DC 20006
202-857-1000
jwilliams@pilieromazza.com

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FED GOV CON - HUBZone Certification

  • 1. Govt Contracting Webinar Series Learn Before You Leap! • Govt Grants & SBIR Process RECORDING: http://youtu.be/1n8mUFsRcBc • Simplified Acquisitions RECORDING: http://youtu.be/dwSjw_P8WNg • Mentor-Protégé Program RECORDING: https://vimeo.com/103389860 • HUBZone Certification RECORDING: http://youtu.be/Eokpi70EOz8 • Aug 20 Access to Capital Guest: John Fedewa, Armcor Register: https://attendee.gotowebinar.com/register/8982943287949640962 • Aug 21 Winning Proposals Guest: Michael Hordell & Richard Leahy, Pepper Hamilton LLP Register: https://attendee.gotowebinar.com/register/2283591451730106626 ALL WEBINARS WILL BE RECORDED AND ARE AVAILABLE FOR DOWNLOAD ON OUR WEBSITE UNDER THE WEBINAR TAB PLEASE VISIT WWW.JENNIFERSCHAUS.COM AND SELECT “WEBINARS”
  • 2. Jennifer Schaus & Associates GOVERNMENT CONTRACTORS WEBINAR SERIES HUBZone Certification August 14, 2014
  • 3. Jennifer Schaus & Associates • Washington DC Based • 20+ Yrs Government Contracting • GSA Schedule Consulting • Govt Contractor Events • Govt Contractor Support Services 1717 Penn Ave, NW; #1025 Washington DC 20006 + 1 – 2 0 2 – 3 6 5 – 0 5 9 8 http://JenniferSchaus.com
  • 4. Jennifer Schaus & Associates SPONSOR ANNOUNCEMENT… Unanet provides software to over 1,000 Government Contractors that facilitates: • DCAA Compliant Time Tracking & Approvals • Expense Reporting Automation with Federal Per Diems • Real-Time Reporting on Direct & Indirect Costs • KPIs on Profitability, Utilization, Actual vs. Budget, etc. • Billing & Revenue Recognition • Budgeting, Planning & Resource Forecasting • Contract Management WEBSITE: www.Unanet.com CONTACT: MFranklin@Unanet.com
  • 5. Jennifer Schaus & Associates HUBZone Certification AGENDA: Speaker: Jon Williams, Partner with PilieroMazza PLLC Presentation Audience Q & A Conclusions & Wrap-Up
  • 6. Jennifer Schaus & Associates HUBZone Certification 888 17th Street, NW 11th Floor Washington, DC 20006 202-857-1000 jwilliams@pilieromazza.com Jon Williams
  • 7. Jennifer Schaus & Associates HUBZone Certification SPEAKER BIO: Jon Williams, Partner • Member of Government Contracts and Small Business Programs Groups • More than 13 years of experience advising contractors on all aspects of doing business with the federal government, with a focus on the federal small business programs including the HUBZone, 8(a), SDVOSB, and WOSB programs • Represents contractors in bid protests, size protests, appeals, claims, and related administrative and court proceedings • Frequent speaker and author on government contracting issues for small businesses
  • 8. Jennifer Schaus & Associates HUBZone Certification
  • 9. Jennifer Schaus & Associates Overview Preparing for a smooth HUBZone certification process • HUBZone eligibility criteria • Employee counting issues • Employee record issues • The HUBZone application process • What documents do you need? • What to expect • Changes are coming
  • 10. Jennifer Schaus & Associates HUBZone Eligibility Criteria • Must be a SMALL business • Size of a firm includes any affiliates • Multiple ways that affiliation can arise • Key is when one firm controls or has the power to control the other, or a third party or parties control or have the power to control both, even if this control is not exercised • Can have affiliates, but must be small combined
  • 11. Jennifer Schaus & Associates HUBZone Eligibility Criteria (Continued) • Must be at least 51% owned and controlled by a U.S. citizen • “Principal office” must be located in a HUBZone • The location where the greatest number of the firm’s employees at any one location perform their work • Job site exception for firms in services and construction • At least 35% of employees must live in a HUBZone • “Employee” means all individuals employed on a full-time, part-time, or other basis working at least 40 hours per month
  • 12. Jennifer Schaus & Associates Employee Counting Issues • Job site employees must be on a contract • Job site employee distinction only applicable to principal office location calculation, not the 35% HUBZone residency requirement • Employee “test” found in SBA Size Policy Statement No. 1 • Includes considerations such as paying state unemployment taxes, power to hire and fire employees, supervise employees, etc. • Vital to keep accurate and current records • Employee drivers licenses – make sure not expired • HUBZone maps of employees’ addresses
  • 13. Jennifer Schaus & Associates The HUBZone Application Process • Verify eligibility • Gather supporting documentation • Review sample HUBZone application form • Review and ask questions • Access SBA’s General Login System • Complete and submit online HUBZone application • Submit any requested supporting documentation
  • 14. Jennifer Schaus & Associates Ready to Apply? Considerations • About 25% of applications are denied • Must wait 90 days after denial to re-apply • SBA statistics demonstrate that more “established” firms typically have greater success in the Program • Not a business development program like 8(a) Program • Only 30% of HUBZone-certified firms in the SBA’s portfolio have HUBZone contracts, most do not get work • Hard to stay compliant with all Program criteria
  • 15. Jennifer Schaus & Associates Documents You Will Need • General business information • DUNS number • Business and personal federal tax returns for the last three years • Business ownership documentation – articles of incorporation, LLC, etc. • Citizen documentation for owners • SAM.gov profile • Appropriate NAICS codes • Proof of principal office location, such as lease agreement • Official payroll records and other information showing employees residing within HUBZones (drivers licenses, HUBZone maps, etc.) • Other information supporting HUBZone eligibility requirements
  • 16. Jennifer Schaus & Associates What Happens After You Apply? • Usually takes three to six months for application to be processed • Roughly 10% of applicants will receive a “site visit” • SBA may have questions about submission
  • 17. Jennifer Schaus & Associates Approved or Denied? • If approved: • Go on list of approved HUBZone entities • Check SBA’s Dynamic Small Business website to ensure it reflects your status • Can start pursuing HUBZone projects immediately • Must recertify continued HUBZone eligibility every three years • No maximum amount of time in the Program • If denied: • No formal appeal process • May submit an informal “request for reconsideration” if you believe denial was based on “clear and significant error” of procedures or significant facts relevant to your application
  • 18. Jennifer Schaus & Associates Changes Are Coming • 90-day target for processing new applications • New Standard Operating Procedures coming soon • Overhaul of regulations expected this year • Site visits of about 10% per year of all HUBZone participants will continue • Reduce full document reviews from once every three years to once every six years? • Protest decisions made public?
  • 19. Jennifer Schaus & Associates HUBZone Certification Questions ? ? ?
  • 20. Jennifer Schaus & Associates HUBZone Certification Conclusions . . .
  • 21. Jennifer Schaus & Associates HUBZone Certification Conclusions . . . • To be eligible for the HUBZone program, your principal office must be located in a HUBZone and 35% of your employees must live in a HUBZone • Make sure you gather all the eligibility documents before you apply • Plan for a 3-6 month application process • Keep an eye out for coming changes
  • 23. CONTACT INFO Jennifer Schaus & Associates JSchaus@JenniferSchaus.com http://JenniferSchaus.com + 1 – 2 0 2 – 3 6 5 – 0 5 9 8 Jon Williams Partner, PilieroMazza PLLC 888 17th Street, NW 11th Floor Washington, DC 20006 202-857-1000 jwilliams@pilieromazza.com