size standards affiliation regulations nasa johnson space center houston, texas march 13, 2006...
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Size Standards Affiliation Regulations
NASA Johnson Space Center
Houston, Texas
March 13, 2006
Office of Size Standards
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Size Standards Topics
Overview of Size Standards
Affiliation Regulations & Issues Size Protest Process
Q & A’s
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What Is a Small Business?Statutory Criteria
Independently Owned and Operated
Not Dominant in its Field of Operation
Meets Detailed Definition Established SBA Administrator ... and Must Vary to Reflect Industry Differences Source: Section 3(a) of Small Business Act
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Business Concern
Organized for Profit
Place of Business in the United States Makes Significant Contribution to the U.S. Economy
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Size Standards by Industry Sector Most Commonly Used Industry Sector Size Standards
Manufacturing 500 Employees Wholesale Trade 100 Employees
Construction General & Heavy $31.0 Million Special Trades $13.0 Million
Retail Trade & Services $6.5 Million
Agriculture $0.75 Million
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Selected Industry Size Standards
Industry Size Standard
Aircraft Manufacturing 1,500 Employees
Audio & Video Equipment 750 Employees
Computer Services $23.0 Million
Janitorial Services $15.0 Million
Medical Laboratories $12.5 Million
Guard Services $11.5 Million
A& E Services $4.5 Million
Travel Agencies $3.5 Million
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Small Joint Venture
Combined Size of Parties of JV Must be Small Except:
For Certain Procurements Each Party of JV Can be a Small Business “Bundled” Requirement (13 §125.2(d)(1)(i))
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Small JV (Cont.)
Exceeds One-Half of Revenue-Based Size Standard
Exceeds $10 Million for Employee-Based Size Standard
NOTE: Other Requirements for 8(a), HUBZone,
SDB, and SDVOSB Procurements
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Affiliation Regulation
Size of Business Includes the Firm and Others it Owns or Controls
Ensures Benefits to Small Business
Assists Development of Small Business
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Affiliation (Cont.)
Power to Control Through:
Ownership
Majority Ownership
Large Block of Ownership
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Affiliation (Cont.)
Power to Control Through:
Common Management
Financial Relationships
Contractual Relationships
Other Interrelations
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Affiliation (Cont.)
Unusually Reliant Economically Dependent Operating in Concert
Ostensible Subcontracting Primary & Vital Functions
7 Factor Test
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Affiliation (Cont.) 7 Factor Test
1. Who will manage the contract?
2. Which party possesses the requisite background and expertise to carryout contract?
3. Who “chased” the contract?
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Affiliation (Cont.)
4. What degree of collaboration was there on the bid?
5. Are there discrete tasks to be performed or is there a commingling of personnel and materials?
6. What is the relative amount of work to be performed by each?
7. Which party performs the most complex and costly contract functions
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Affiliation (Cont.)
Totality of Circumstances
Specific Facts
Assessment of Control
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Guidance
Regulations 13 CFR 121
Office of Hearings & Appeals Decisions
SBA Size Specialists
Legal Counsel
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Size Protest Process
Office of Size StandardsOffice of Size Standards
13 CFR 121.1001 – 121.1009
CO MUST FORWARD SIZE PROTEST TO SBA
SBA Government Contracting Area Office
Location of Protested Concern
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Size Protest Process (Cont.)
Office of Size StandardsOffice of Size Standards
SBA Reviews for: Timeliness Specificity Allegations
Timeframes for Decision
Appeals of Size Determinations to SBA’s Office of Hearings & Appeals
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Concluding Comments
Office of Size StandardsOffice of Size Standards
Understand Regulations & OHA Decisions
Common Sense
Policy Changes
Q & A’s
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Size Standards Information
http://www.sba.gov/size
“What’s New” Topic
(202) 205-6618
Office of Size StandardsOffice of Size Standards