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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

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

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

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: