Loading Events

« All Events

  • This event has passed.

Small Business Contracting 2022: Protests

November 17, 2022 @ 12:00 pm - 1:30 pm


This 5-part series covers the various issues pertaining to Small Business Contracting and Subcontracting Programs implemented through the Federal procurement process.  It covers the complex rules that apply when a Federal procurement is set-aside, in whole or in part, for small business; when a large contractor subcontracts with small business; and when a small business prime contractor needs to subcontract work to be able to perform a U.S. Government contract set-aside.  The series also covers the unique requirements for compliance with the various small business rules.

At the end of this series, you will understand the opportunities and obligations created by the Small Business Act and subsequent procurement statutes, plus strategies for succeeding in capturing and performing these opportunities while complying with the obligations.  For large businesses, you will gain insights into intricacies of the small business issues you will have to address in your purchasing and supply chain management.

Learning Objectives

  • Understand the basic requirements for qualifying as a small business for purposes of Government contracting;
  • Learn about the special set-aside programs and sole-source opportunities for small business;
  • Understand the special requirements for “8(a),” Service-Disabled/Veteran-Owned (SDVO), HUBzone, and Woman-Owned Small Business (WOSB) concerns;
  • Know the pitfalls of affiliation and the limitations on small business primes subcontracting with large businesses;
  • Learn about the mentor/protege pairings that give both businesses advantages in government contracting;
  • Understand the Small Business Innovative Research (SBIR) and Small Business Technology Transfer (STTR) programs;
  • Know the special protest procedures when small businesses are involved.

Who Should Attend:

This course is designed to benefit both government and contractor personnel as well as existing small businesses considering doing business with the Federal government and individuals thinking of creating a small business to do business with the Federal government.  Large businesses will also benefit from this course as we identify requirements to comply with Small Business subcontracting requirements and pitfalls to be avoided in achieving their small business goals under Federal government contracts.

Topics and Dates

All sessions will take place Thursdays, 12:00 pm – 1:30 pm (ET).

Full Series Link

Small Business Overview – January 20th

  • Principal sources of Law
  • Why Special Rules for Small Businesses
  • Role of the SBA
  • Size Standards (NAICS)
  • Certifications
  • Prime/Sub
  • Mentor-Protégé
  • SBIR
  • Certification of Competency (CoC)

Set-Aside Program –  March 17th

  • Sole Source
  • Reserve under Simplified Acquisition Threshold
  • Rule of Two
  • Full & Partial Set Asides
  • Set Asides for Task Orders under IDIQ
  • Set Aside under GSA Schedule Contracting
  • Set Asides by Small Business Category

Formation and Affiliation Issues – May  19

  • Special Classes of Small Business Concerns (SBCs)
  • Economically and Socially Disadvantaged (“8(a)”) SBCs
  • Service-Disabled/Veteran-Owned (“SDVO”) SBCs
  • Historically Underutilized Business ZOnes (“HUBZone”) SBCs
  • Women-Owned (“WOSB”) SBCs
  • Small Business Innovative Research (“SBIR”) SBCs
  • Small Business Technical Transfer (“STTR”) SBCs
  • General Principles of Affiliations
  • Exceptions to Affiliation
  • Special Bases of Affiliation
  • Stock Ownership/Options, Convertible Securities/Agreements to Merge
  • Common Management
  • Identity of Interest
  • Newly Organized Concern Rule
  • Join Ventures/Ostensible Subcontractor (except approved Mentor/Protege JVs)
  • Franchise or License Agreements

Subcontracting, Mentor/Protege and Teaming Agreements – September 15

  • Subcontracting Goals
  • Subcontracting Plans
  • Joint Ventures & Teaming Agreements
  • Mentor/Protege Programs
  • Disputes
  • Intellectual Property

Protests – November 17

  • Size status
  • Qualifying persons (8(a), SDVO, WOSB)
  • Location of business and employees (HUBZone)
  • Forums/Jurisdiction


November 17, 2022
12:00 pm - 1:30 pm
Event Categories:
, , ,




Delivery Method
Live Virtual Training