ORLANDO, FL, US
4 days ago
SBA Compliance Assistant

SUMMARY

Provides Small Business Administration (SBA) 8(a) business development program and other small business program administration for the Katmai family of companies. Monitors and completes all related initiatives, matrices, and timelines to ensure all deliverables to the SBA or other internal and external third parties are met.

 

ESSENTIAL DUTIES & RESPONSIBILITIES

SBA 8(a) Program Administration

Primary responsibility for efficient and effective administration of SBA 8(a) program and all small business programs that the company participates in.

Maintains electronic resource library of SBA 8(a), Mentor Protégé and Joint Venture program draft, interim, and final rules and regulations ensuring historical data is well organized and easily accessible to team members. Develops schedules to ensure timely collection and assembly of small business program deliverables from shared services group and general managers utilizing technology solutions where appropriate. Coordinates SBA Program schedule of team, specialty, and ad hoc meetings; data call and data submission deadlines; reporting deadlines, records administration and retention. Utilizes streamlined processes to coordinate collection of information, track deliverables status, complete recordkeeping, and upload submission to appropriate web-based system/s. Maintains an 8(a) administration and small business program filing system index to ensure accurate tracking of all deliverables. Ensures compliance with SBA 8(a) Program Documentation requirements. Works with other departments to ensure compliance. Maintains tracking tools for monitoring BAT, awards, entity selection, revenue, NAICS Code analysis, employee count, Good Faith Effort, general manager & company future planning. Prepares 8(a) program, 8(a) joint venture, and all small mentor-protégé program applications; quarterly status reports; and annual small business and SBA shareholder reports. Reviews and analyzes integrity and accuracy of data to ensure high-quality submissions and timely response to SBA deficiency data response requests. Maintains SBA Dynamic Small Business Search profiles and general corporate information relating to 8(a) and other small business entities. Creates summary narrative of SOWs for Project Accounting Coordinates collection of data from Joint Venture/ MP Partners to keep SAM.gov profiles current Attends related webinars, meetings and conferences to stay updated with the regulations and practices that impact the federal small business programs that the company is eligible to participate in. Participates in small working groups dedicated to improving the 8(a) program, advocating for ANC entities. Develops and maintains relationships with SBA and SBA AK district office personnel. Provides training of other team members (if needed) on all roles and responsibilities in this job description to ensure redundancy of capability in department/group Drafts and maintains corporate resolutions to document key decisions made by company leadership. Prepares and files company formation documents (e.g., articles of organization, articles of incorporation, etc.) with appropriate state agencies. Reviews and updates governing documents such as operating agreements, bylaws, and shareholder or member agreements to reflect current business needs and legal requirements. Files required state forms related to changes in company structure, management, or ownership, such as change of official forms. Manages and files annual reports or statements of information with state agencies to maintain good standing for each entity. Maintains comprehensive corporate records to ensure each entity has up-to-date documentation, including organizational charts, meeting minutes, and compliance certificates. Other tasks as assigned

 

General Department Support

Supports overall administrative support needs for the department, as requested. Creates documentation that corresponds with SBA requirements, such as resolutions, etc. Ensures assigned shared drives are maintained in a logical and organized manner that minimizes duplicative files and provides easy access by team members. Protect Controlled Unclassified Information (CUI) by marking, storing, and sharing it per DoD rules. Performs other duties as assigned.

 

SUPERVISORY RESPONSIBILITIES

None.

 

Confirm your E-mail: Send Email