william fisher | putting together small business teams
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Teaming?
Small Prime/Subcontractor TeamsSmall Prime/Subcontractor Teams
Small Joint Venture TeamsSmall Joint Venture Teams
Mentor Protégé TeamsMentor Protégé Teams
GSA GSA
ContractorContractorTeamsTeams
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Strategic EnhancementsStrategic Enhancements
Strengthen Proposals for Complex RFPs
Respond to Complex RFIs/RFQs
Build Requirements/Capabilities MatricesBuild Requirements/Capabilities Matrices
Enhance Technical CompetenciesEnhance Technical Competencies
Build GSA Contractor Teaming Arrangements
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Small Prime Contractors and Small Prime Contractors and SubcontractorsSubcontractors::
““The Traditional Nuclear FamilyThe Traditional Nuclear Family””
SB Prime must performSB Prime must perform 50%*50%*
Subcontractors may perform Subcontractors may perform 50%*50%*
(Must avoid “ostensible” relationship(Must avoid “ostensible” relationship)
*Services contracts*Services contracts4
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Small Prime Contractors and Small Prime Contractors and SubcontractorsSubcontractors::
What is an Ostensible Subcontractor?
A sub that performs primary and vital requirements of the contract or
A sub that the prime is unusually reliant
upon.
SBA uses a “Seven Factor” test to determine the size status of the prime/sub relationship
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Small Prime Contractors and Small Prime Contractors and SubcontractorsSubcontractors::
SBA’s “ Seven Factor” Test
1. Management? 2. Expertise?
3. Marketing? 4. Collaboration?
5. Staff allocation? 6. Tasks to be performed?
7. Performance of complex/costly functions?
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Teaming
Whether done unintentionally or intentionally, an “ostensible” subcontractor relationship is considered a Joint Venture.
SBA will aggregate employees and revenues of both firms to determine size.
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8(a) Joint Venture Teams
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Strategic EnhancementsStrategic Enhancements
Technical CompetencyTechnical Competency
Financial CapacityFinancial Capacity
Specific Capabilities Specific Capabilities
Past PerformancePast Performance
And size…And size…
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Teaming
8(a) Joint Ventures8(a) Joint Ventures
>$10 million (Employee-based)or >1/2 NAICs (Revenue-based)
8(a) JV is small if all partners are small and
at least one 8(a) is <1/2 NAICs
(Must still avoid “ostensible” relationship(Must still avoid “ostensible” relationship)
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Mentor Protégé Programs
Like Putting Yourself up for Adoption?
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Federal Mentor Protégé Programs
Department of Defense
NASA
Homeland Security
SBA 8(a) Program
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Federal Mentor Protégé Programs
A Common Denominator…
“Developmental Assistance Plans”
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Identifying Developmental Assistance Targets:
• Build professional relationships with successful senior corporate officials
• Utilize mentor resources to enhance operations (HR, IT infrastructure, financial systems)
• Obtain valuable certifications
• Increase contracts/revenue14
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8(a) Mentor Protégé Program
Designed to facilitate lasting mutually-beneficial business relationships between
partners in the private sector.
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Protégé Qualifications
•Certified as 8(a) company
•Must be either: (1) in the developmental stage of program participation; (2) never received an 8(a) contract; or (3) be less than half the size standard corresponding to your primary NAICS code.
•SBA is prohibited from approving a new Mentor/Protégé relationship within six months of the end of an 8(a) Participant’s program term.
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Qualifications for Mentors
•Must have Favorable financial health.
•Must demonstrate good character.
•Must not appear on the Federal list of debarred or suspended contractors.
•Must demonstrate knowledge and ability to strengthen protégé capabilities.
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8(a) Mentor-Protégé
Joint Venture Teams
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SBA 8(a) Mentor-Protégé SBA 8(a) Mentor-Protégé Joint Ventures
•The 8(a) MP JV may submit offers as a small business prime on any Federal procurement
•The 8(a) MP JV may receive awards on any offers submitted prior to being awarded a third contract
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8(a) Mentor Protégé Joint Venture 8(a) Mentor Protégé Joint Venture TeamsTeams
JV, as prime, must performJV, as prime, must perform 50%*50%*
Subcontractors may perform Subcontractors may perform 50%*50%*
(8(a) JV Partner must do 40% of the work (8(a) JV Partner must do 40% of the work performed by the JV partnersperformed by the JV partners)
*Services contracts*Services contracts 20
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Strategic PositioningStrategic Positioning
Maximize the Relationship
•Refer to yourself as the approved JV
•Develop website/page for JV
•Develop marketing materials for JV
•Remember to speak to JV team capabilities when marketing
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Concerns are affiliates of each other when one Concerns are affiliates of each other when one concern controls or has the power to control the concern controls or has the power to control the other. other.
Affiliation may arise from ownership interests, Affiliation may arise from ownership interests, common management or common management or contractual contractual relationshipsrelationships that make the firms substantially that make the firms substantially identical. identical.
Affiliation: