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Succeeding in Government Small Business Contracting – Protests

December 15, 2020 @ 12:00 pm - 1:30 pm


This 5 part program covers the various issues pertaining to the Small Business Programs implemented through Federal contracting.  It covers the complex in government contracting rules that apply when of procurement is set-aside, in whole or in part, for small business; when a large contractor must subcontract with small buiness; and when a small business prime subcontracts with a large business.  The program also covers the unique requirements for compliance with the various small business rules. 

At the end of this program you will understand the opportunities and obligations created by the Small Business Act and subsequent statutes, plus strategies for taking advantage of these opportunities while meeting the obligations.  For large businesses you will have an appreciation of the small business issues you will have to address in your purchasing and supply chain management.

Learning Objectives

  • Understand the basic requirements for small business contracting with the government
  • Learn about the contract formation issues unique to the small business contracting environment
  • Know how to use the special protest procedures when small businesses are involved
  • Understand the special set aside programs that create opportunities for large and small contractors
  • Learn about the large/small business pairings that give both businesses advantages in government contracting

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 the Small Business Act and pitfalls to be avoided in achieving their small business goals under Federal government contracts. 

Topics and Dates


All sessions will take place Tuesdays, 12:00 PM – 1:30 PM (ET)

August 18 – Small Business Overview

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

September 15 – Set-Aside Programs

  • 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 

October 20 – Formation and Affiliation Issues

  • 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

November 17 – Subcontracting, Mentor-Protege, and Teaming Agreements

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

December 15 – Protests

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


December 15, 2020
12:00 pm - 1:30 pm
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