William Fisher | Putting Together Small Business Teams

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William Fisher | Putting Together Small Business Teams

  1. 1. 1
  2. 2. Teaming?Small Prime/Subcontractor Teams Small Joint Venture Teams Mentor Protégé Teams GSA Contractor Teams 2
  3. 3. Strategic EnhancementsStrengthen Proposals for Complex RFPs Respond to Complex RFIs/RFQsBuild Requirements/Capabilities Matrices Enhance Technical Competencies Build GSA Contractor Teaming Arrangements 3
  4. 4. Small Prime Contractors and Subcontractors: “The Traditional Nuclear Family” SB Prime must perform 50%*Subcontractors may perform 50%* (Must avoid “ostensible” relationship) relationship *Services contracts 4
  5. 5. Small Prime Contractors and Subcontractors: 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 determinethe size status of the prime/sub relationship 5
  6. 6. Small Prime Contractors and Subcontractors: 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? 6
  7. 7. TeamingWhether done unintentionally orintentionally, an “ostensible”subcontractor relationship is considered aJoint Venture.SBA will aggregate employees andrevenues of bothfirms to determinesize. 7
  8. 8. 8(a) Joint Venture Teams 8
  9. 9. Strategic Enhancements Technical Competency Financial Capacity Specific Capabilities Past Performance And size… 9
  10. 10. Teaming 8(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) relationship 10
  11. 11. Mentor Protégé ProgramsLike Putting Yourself up for Adoption? 11
  12. 12. Federal Mentor Protégé Programs Department of Defense NASA Homeland Security SBA 8(a) Program 12
  13. 13. Federal Mentor Protégé Programs A Common Denominator… “Developmental Assistance Plans” 13
  14. 14. Identifying Developmental AssistanceTargets: • Build professional relationships with successful senior corporate officials • Utilize mentor resources to enhance operations (HR, IT infrastructure, financial systems) • Obtain valuable certifications • Increase contracts/revenue 14
  15. 15. 8(a) Mentor Protégé Program Designed to facilitate lasting mutually-beneficial business relationships between partners in the private sector. 15
  16. 16. Protégé Qualifications•Certified as 8(a) company•Must be either: (1) in the developmentalstage of program participation; (2) neverreceived an 8(a) contract; or (3) be less thanhalf the size standard corresponding to yourprimary NAICS code.•SBA is prohibited from approving a newMentor/Protégé relationship within sixmonths of the end of an 8(a) Participant’sprogram term. 16
  17. 17. Qualifications for Mentors•Must have Favorable financial health.•Must demonstrate good character.•Must not appear on the Federal list ofdebarred or suspended contractors.•Must demonstrate knowledge and ability tostrengthen protégé capabilities. 17
  18. 18. 8(a) Mentor-ProtégéJoint Venture Teams 18
  19. 19. SBA 8(a) Mentor-Protégé Joint Ventures•The 8(a) MP JV may submit offers as a smallbusiness prime on any Federal procurement•The 8(a) MP JV may receive awards on anyoffers submitted prior to being awarded athird contract 19
  20. 20. 8(a) Mentor Protégé Joint Venture Teams JV, as prime, must perform 50%* Subcontractors may perform 50%*(8(a) JV Partner must do 40% of the work performed by the JV partners) partners *Services contracts 20
  21. 21. Strategic 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 teamcapabilities when marketing 21
  22. 22. 22
  23. 23. Affiliation:Concerns are affiliates of each other when oneconcern controls or has the power to control theother.Affiliation may arise from ownership interests,common management or contractualrelationships that make the firms substantiallyidentical.

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