FED GOV CON - Small Business & Affiliation Rules

Page 1

FED GOV CON Webinar Wednesdays 2019 Series JSchaus & Assoc. Washington DC +1–202–365–0598


About Our Webinars: - Every Wednesday; - Complimentary; - Recorded; - YouTube & our Website; - No Questions


About Us:

Professional Services for Federal Contractors - GSA Sched; - SBA 8(a); - Proposal Writing; - Pricing; - Contract Administration; - Business Development


THURSDAY - April 18 CONFERENCE: 29th Annual Procurement Con ference TUESDAY - May 8 CONFERENCE: 7th Annual Reston Chamber B2G Matchmaking TUESDAY - Aug 6 IN-PERSON CLASS: Intro To GSA Schedules


Advertise With Us! We offer newsletter & webinar advertising. CONTACT: Mallory.Flowers@ jenniferschaus.com for more information.


About Our Speaker: Jeana Mushriqui, Esq. Education: J.D., Temple University B.Sc., Drexel University Company Name: Corporate Law Solutions # of Years Federal Gov Con Experience: 15


Small Business & Affiliation Rules


2019 – Fed Gov Con Webinar Series - Washington DC JSchaus & Associates

CORPORATE LAW SOLUTIONS JEANA MUSHRIQUI, ESQ.


2019 – Fed Gov Con Webinar Series - Washington DC JSchaus & Associates

SMALL BUSINESS & AFFILIATION RULES 1. What it Means to Be “Small” 2. Why and When Size Matters 3. When You Meet Small Size Standards But…


2019 – Fed Gov Con Webinar Series - Washington DC JSchaus & Associates

WHAT IT MEANS TO BE “SMALL” 1. Revenues 2. Number of Personnel *Set by the SBA for each NAICS Code **Includes “Affiliates”


2019 – Fed Gov Con Webinar Series - Washington DC JSchaus & Associates

WHAT IT MEANS TO BE “SMALL” 1. Self-Certification 2. Period of Measurement & Timing


2019 – Fed Gov Con Webinar Series - Washington DC JSchaus & Associates

WHY AND WHEN SIZE MATTERS 1. Set-aside Procurements 2. Eligibility to Compete Depends on Size Standard Set


2019 – Fed Gov Con Webinar Series - Washington DC JSchaus & Associates

WHEN YOU MEET SMALL SIZE STANDARDS BUT… AFFILIATION 1. “totality of the circumstances” 2. No single factor is sufficient to constitute affiliation.


2019 – Fed Gov Con Webinar Series - Washington DC JSchaus & Associates

AFFILIATION EXAMPLES 1. Stock Ownership or Options 2. Agreement to Merge 3.Common Management 4. Identity of Interest 5. Newly Organized Company 6. Franchises and License Agreements 7. Joint Ventures & Teaming Agreements


2019 – Fed Gov Con Webinar Series - Washington DC JSchaus & Associates

AFFILIATION Ostensible Subcontractor 1. “Ostensible”: appearing to be true, but not necessarily so. 2. Performs primary and vital requirements of a contact or: 3. A subcontractor upon which the prime contractor is unusually reliant. 13 CFR 121.103(h)(4).


2019 – Fed Gov Con Webinar Series - Washington DC JSchaus & Associates

AVOIDING AFFILIATION 1. Contract Management 2. Background and Expertise to Perform the Contract 3. Contract Capture 4. Proposal Development 5. Task Division 6. Amount of Work Performed 7. Staff Skill and Cost


THANK YOU! JSchaus & Assoc. Washington DC hello@JenniferSchaus.com www.JenniferSchaus.com +1–202–365–0598 Speaker: Jeana Mushriqui, Esq. Email: jeana@corplawsoultions.com Phone: 202.656.4226


Turn static files into dynamic content formats.

Create a flipbook
Issuu converts static files into: digital portfolios, online yearbooks, online catalogs, digital photo albums and more. Sign up and create your flipbook.