Small Business Size Standards and Affiliation: Lessons for Every Federal Contractor

Date: 5/15/2025
Time: 1:00 PM - 2:30 PM (EDT)
Registration Deadline: 5/15/2025 2:00 PM (EDT)
Fee: No Fee

Point of Contact: MDAPEX Team (888) 643-4276

Program Format: Online Meeting (Live)
Training Topics: Government Contracting, Government Industrial Base (GIB) Readiness, Selling to Government
Description:

  Brought to you by Maryland APEX Accelerator Partner, Govology

Think your business qualifies as small for federal contracts? The SBA could see it differently, especially if you’re affiliated with another company (or two) without realizing it.

For small business set-aside contracts, including socioeconomic set-asides like the 8(a) program, a federal contractor must meet the SBA’s size standards. These size standards vary by industry and solicitation and are based on either average annual receipts or the number of employees. But size alone doesn’t tell the whole story. Many small businesses are surprised to learn that they could be deemed affiliated with other entities based on factors such as ownership, management, family relationships, or subcontracting. If the SBA finds companies affiliated, it will combine the receipts or employees of the various companies, which can disqualify a company from small business programs.

In this training, you will learn:

• How the SBA determines business size using receipts or employee counts

• When and how size standards apply in federal contracting

• Common size determination pitfalls small businesses face

• The SBA’s concept of affiliation and why it matters (and doesn’t always match up with common sense)

• The various SBA rules governing affiliation, and what does not trigger affiliation

• How sharing resources, including subcontracts, in certain contexts could trigger affiliation

• Examples of affiliation inspired by actual situations

• Tips for avoiding unintended affiliation and staying compliant

• What happens if you’re found “other than small”—and how to respond

Whether you’re new to federal contracting or looking to grow your small business through set-aside opportunities or partnering with small businesses, this session will give you the tools to know about small business size standards, affiliation, and positioning your company to play by these rules. 

Target Audience: 

• New entrants to government contracting who need to understand what can disqualify them from small business status;

• Established small businesses looking to grow through partnerships (e.g., joint ventures or subcontracts) and unaware of how those relationships might affect their size status;

• Companies pursuing or participating in SBA programs such as 8(a) Business Development Program; Women-Owned Small Business (WOSB); Service-Disabled Veteran-Owned Small Business (SDVOSB), and HUBZone;

• Consultants or advisors who work with small government contractors on compliance or business development

 Instructor:

Shane McCall, Equity partner, Koprince McCall Pottroff LLC