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Overview
New in 2024!

This course will provide attendees with a detailed understanding of a plethora of small business-related requirements levied upon prime contractors doing business with the U.S. government. These statutory, regulatory, and contractual requirements present audit, compliance, financial, and competitive risks to large business contractors.

The Defense Contract Management Agency (DCMA), through its Small Business Compliance Group, conducts comprehensive reviews of large business contractors’ Small Business programs. These reviews are intended to validate that contractors’ utilization of small business concerns is consistent with applicable laws and regulations as well as each organization’s various small business subcontracting plans. 

At the completion of this course, attendees will have learned what to expect from a DCMA 640 Small Business Program Review, including the latest areas of emphasis from DCMA, as well as readiness strategies and tactics that will benefit their organizations in preparing for and navigating their next 640 Review. 
 
Who should attend: 
This in-depth one-day course is recommended for those individuals who are responsible for or have a significant impact on the utilization of small business concerns, which includes Small Business Liaison Officers, Purchasing and Subcontracting staff and management, Contracts management, and Program Managers. 
 

Learning Objectives: 
  • Understand the purpose, intent, and structure of the DCMA 640 Small Business Program Review
  • Prepare for a DCMA 640 Small Business Program Review
  • Respond accurately to the initial data call from DCMA
  • Recognize how to ascertain whether a business qualifies as a small business correctly
  • Recognize the compliance requirements associated with Small Business Subcontracting Plans
  • Ensure that ISRs and SSRs are calculated and submitted correctly
  • Understand and prepare for the latest areas of emphasis within the DCMA 640 Review
  • Identify weaknesses within your current Small Business Program and mitigate them accordingly
  • Leverage ancillary resources within your firm to upgrade the effectiveness of your Small Business Utilization Program
  • Construct essential elements within your Small Business Utilization Program that will help elevate your future ratings 
Dates/Locations
May 8, 2025
Hyatt Regency La Jolla at Aventine
La Jolla, CA, United States
Travel Info
Request Group Quote
Fill out this form and someone from FPS will contact you shortly. You can fill out as much or as little information as you would like. Prefer to talk to us? Call 651.666.2030.
Submit
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June 2, 2025
American Management Association
Arlington, VA, United States
Travel Info
Request Group Quote
Fill out this form and someone from FPS will contact you shortly. You can fill out as much or as little information as you would like. Prefer to talk to us? Call 651.666.2030.
Submit
Thank You
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October 30, 2025
The Westin Tysons Corner
Falls Church, VA, United States
Travel Info
Request Group Quote
Fill out this form and someone from FPS will contact you shortly. You can fill out as much or as little information as you would like. Prefer to talk to us? Call 651.666.2030.
Submit
Thank You
You will be contacted shortly.
Agenda
8:00 AM - 3:00 PM
La Jolla, CA
9:00 AM - 4:00 PM
Arlington, VA and Tysons Corner, VA
AGENDA - Preparing for a Successful DCMA 640 Small Business Program Review

ONE DAY COURSE

Classroom (Resort/Destination Weeklong)
8AM-3PM Lunch Break Noon, Two – 15 Minute Breaks
Classroom (Regular/Non-Weeklong)
9AM-4 PM Lunch Break Noon,  Two-15 Minutes Breaks
Virtual Course
10AM-5PM  Lunch Break 1PM, Two – 15 Minute Breaks

Start
  • Basics of a Small Business Utilization Program
    • Applicable laws, regulations and contract clauses
    • Commonly used terms and definitions
    • Types of small business concerns
    • Small business size determination
    • Correctly calculating small business expenditures
Break - 15 Minutes
  • The Small Business Subcontracting Plan & Reporting Requirements
    • Requirement to supply a Small Business Subcontracting Plan (SBSP)
    • Types of SBSPs
    • Required elements of the SBSP
    • SBSP reporting requirements
    • SBSP vulnerabilities and mitigation strategies
Lunch - 60 Minutes
  • DCMA 640 Small Business Program Review
    • Contractor notification letter
      • Understanding, collecting, and replying with the correct information
      • Identifying and preparing for the mitigation of problematic areas
      • Showcasing the strengths of your Small Business Program
    • Dissecting the DCMA 640 Small Business Program Review
      • General information
      • Contractor’s Subcontracting Performance
        • Accuracy of spend data & timeliness of reports
          • Individual Subcontracting Plans (ISRs)
          • Summary Subcontracting Plans (SSRs)
      • Compliance with FAR 52.219-8 and 52.219-9Ensuring representations are “current, accurate and complete” 
Break - 15 Minutes
  • Contractor’s Small Business Program
    • SBSP compliance with all 15 elements of FAR 52.219-9 
    • Accuracy of size determinations
    • Maintaining the proper records
    • Correctly applying the NAICS code per order placed
    • Timely payments made to small business concerns
    • Addressing previous Corrective Action Plans (CAPs)
    • Outreach and assistance to small business concerns
  • “Hot Topics” & Other Areas of Emphasis in 640 Reviews
  • Program Rating Determinization
    • Implications of lower audit ratings
    • Advantages of higher audit ratings
Experts
  • Will Jeffers
    Senior Manager, Capital Edge Consulting
    Will B. Jeffers is a Senior Manager with Capital Edge Consulting, Inc. He provides expert-level support in the areas of strategic sourcing, Price-to-Win strategies, Mentor-Protégé formulation and strategy, Indian Incentive Program utilization and small business strategic partnering.
    See Full Bio
  • Stephen "Chase" Kunk
    Managing Partner, Capital Edge Consulting
    Stephen “Chase” Kunk is a Managing Partner Capital Edge Consulting, Inc. Chase specializes in U.S. Government contract and subcontract negotiations, administration, management and purchasing system compliance. His expertise stems from his legal education, former certification as a Nation...
    See Full Bio
Accreditation
See Individual Courses For Available Credits
Certificates of Completion are provided to all seminar participants who attend Federal Publications Seminars courses following the event, upon request.
CPE: Continuing Professional Education
Field of Study: Specialized Knowledge
Delivery Method: Group-Live Classroom
Federal Publications Seminars is affiliated with West Professional Development and is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
For more information regarding administrative policies such as refunds, cancellations and complaints, please contact Federal Publications Seminars at 888.494.3696.
CPE Hours
This program is eligible for: 6.0 (CPE) hours of credit
Program Level: 100
Program Prerequisite: n/a
Advance Preparation: n/a
Method: n/a
CLP: Continuous Learning Points
Approved for CLP by Defense Acquisition University
Defense Acquisition Workforce members must acquire 80 Continuous Learning Points (CLP) every two years from the date of entry into the acquisition workforce for as long as the member remains in an acquisition position per DoD Instruction 5000.66. We will provide you with documentation of points awarded for completing the event.
CLP Hours
This program is eligible for: 6.0 (CLP) hours of credit
CLE: Continuing Legal Education
States have widely varying regulations regarding MCLE credit. LegalEdcenter is an approved provider in AL, AK, AR, CA, GA, IL, ME, MO, MS, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, TN, TX, UT, VA, VI, VT, WA, WI, and WV. Credit may be applied for in other jurisdictions on request and in accordance with state MCLE rules.
Please note that because some states are changing their policy on CLE reporting, you will need to fill out the request for credit from Federal Publications Seminars within 10 business days, or we may not be able to issue credits for the program.
CLE Hours
This program is eligible for: 5.5 (60 minutes), (50 minutes)
Travel
American Management Association
2345 Crystal Drive, Second Floor
Arlington, VA, 22202
5714812208
Hotel & Room Block Info

Federal Publications Seminars doesn’t have a room block for this location. AMA does not arrange hotel accommodation. However, AMA has negotiated preferred rates at the following hotels based upon availability. Be sure to mention that you are an AMA conference attendee to secure your reservation and preferred rates. Contact the hotels below directly. Note: that we recommend that reservations be made early, as the number of rooms at preferred rates is limited.

Hyatt Regency Crystal City
Click here to reserve using the AMA preferred rate. For AMA’s preferred rate enter corporate code 00433. 
Reagan National Airport
2799 Jefferson Davis Highway
Arlington, VA 22202
AMA Reservation Number 1-703-418-1234

Renaissance Arlington Capital View Hotel
Click here to reserve using the AMA preferred rate by entering corporate code A10
2800 South Potomac Avenue
Arlington, VA 22202
AMA Reservation Number 1-703-413-1300

Hilton Arlington National Landing

Click here to reserve using the AMA preferred rate by entering corporate code N3433483.

2399 Richmond Hwy

Arlington, VA 22202

AMA Reservation Number 1-703-418-6800

METRO RAIL LINE:
Yellow & Blue Line – METRO Stop – Crystal City
From the METRO - AMA is 2 blocks east and 4 blocks south on Crystal Drive
http://www.amaconferencecenter.org/washington-directions-maps.htm

General Information

F&B 

DC WEEK ONLY
Continental breakfast and lunch will be served (DC Week ONLY). Coffee (regular and decaf), tea, and water will be served throughout the day, with an afternoon snack (baked goods) break. 

ALL OTHER INDIVIDUAL COURSES OR TOPICAL WEEKLONGS

Breakfast and lunch are on your own. Coffee (regular & decaf), tea and water will be served throughout the day with an afternoon snack (baked goods) break. 

 

Hyatt Regency La Jolla at Aventine
3777 La Jolla Village Drive
La Jolla, CA, 92122
8585521234
Hotel & Room Block Info
There is a room block for this location. The rate is $259/night plus taxes. To reserve your room, click here.  Reservations under this room block must be made by April 11, 2025.

If you need additional assistance, please get in touch with the Hyatt at 877.803.7534.

Government Per Diem
There is a government per diem rate for this location. The rate is $194/night plus taxes. To make your reservations, please click here. Reservations under this room block must be made by April 11, 2025.
General Information
FOOD & BEVERAGE
Breakfast and lunch will be served.
Coffee, tea, and water will be served throughout the day.
The Westin Tysons Corner
7801 Leesburg Pike
Falls Church, VA, 22043
7038931340
Hotel & Room Block Info

There is a room block for this location. The rate is $262 per night plus taxes. Click here to reserve your room. Reservations must be made by October 4, 2025.

General Information

FOOD & BEVERAGE
Breakfast and lunch will be served.
Coffee, tea, and water will be served throughout the day.

In-House
Bring Federal Publications Seminars to your location! If you would like to offer this course in-house, please contact us.
Schedule Training
Schedule Training
Fill out this form and someone from FPS will contact you shortly. You can fill out as much or as little information as you would like. Prefer to talk to us? Call 888.865.9082.
Request a Quote
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You will be contacted shortly.
CMBOK Alignments
Leadership
Character
Collaboration
Competence
Emotional Intelligence
Vision
Management
Business Management
Change Management
Financial Management
Project Management
Risk Management
Supply Chain Management
Guiding Principles
Communication and Documentation
Contract Principles
Regulatory Compliance
Situational Assessment
Skills and Roles
Standards of Conduct
Team Dynamics
Pre-Award
Plan Sales
Plan Solicitation
Prepare Offer
Request Offers
Award
Manage Disagreements
Plan Negotiations
Price or Cost Analysis
Select Source
Post-Award
Administer Contract
Close Out Contract
Ensure Quality
Manage Changes
Manage Subcontracts
Learn
Continuous Learning
Individual Competence
Organizational Capability
Level
  • 100
    Basic or fundamental subject matter is covered. Courses are geared to general knowledge or can be taken as a refresher.
  • 200
    Specific topics or issues within a topic area are covered. Students should be familiar with terms of art and general concepts concerning the course topic.
  • 300
    Workshops and class discussions cover specific subject matter in-depth, and participation is strongly encouraged. Attendees should have at least 2-3 years' experience in the area of study.
  • 400
    Courses build upon students' knowledge and experience, and cover complex issues within the subject matter. Should have 4-5 years' mastery of subject for in-depth analysis.
  • 500
    Masters-level programs designed for professionals with 5+ years' experience. Courses cover in-depth and technical analysis on specific subjects and updates on current issues.