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Teaming With Tribally Owned 8(a)
Businesses
US Federal Government Contracting
Webinar Series - 2016
Presented By:
Mark Amadeo
JUNE 6, 2016
CALENDAR OF EVENTS:
(All Webinars are at 12pm EST & Recorded)
JUNE 1 - Maximizing The Value of Your GovCon Business
https://attendee.gotowebinar.com/register/74156936435694851
JUNE 2 - Capture Planning - To Bid Or Not To Bid
https://attendee.gotowebinar.com/register/7051206926535220483
JUNE 3 - Teaming Agreements - The Good, The Bad & The Enforceable
https://attendee.gotowebinar.com/register/7352313683359938307
JUNE 6 - Teaming With Tribally Owned 8(a) Businesses
https://attendee.gotowebinar.com/register/4324839202604449539
JUNE 7 - Color Reviews For Successful Proposals
https://attendee.gotowebinar.com/register/3973323136181419267
JUNE 8 - Preparing The FSO for a DSS Audit
https://attendee.gotowebinar.com/register/423786240906737667
JUNE 9 - Life After 8(a) - Best Practices & Case Study
https://attendee.gotowebinar.com/register/6473232146721067779
JUNE 10 - The Politics Of Procurement
https://attendee.gotowebinar.com/register/3924758807094447107
JUNE 13 - Contract Administration - Best Practices
https://attendee.gotowebinar.com/register/2132047978959217667
JUNE 14 - So You Have A Facility Clearance, Now What?
https://attendee.gotowebinar.com/register/9028972158695833091
JUNE 15 - Unsolicited Proposals - Why, What & How.
https://attendee.gotowebinar.com/register/4729436391901262849
JUNE 17 - SBIR's - The Good, The Bad & The "How"
https://attendee.gotowebinar.com/register/6337198369128857857
2016 US Federal Government Contracting Webinar Series
AGENDA
2016 US Federal Government Contracting Webinar Series
AGENDA:
• Introduction – HOST
•Introduction - GUEST
• Presentation
•Conclusions
• Q & A
2016 US Federal Government Contracting Webinar Series
INTRODUCTION
Host
2016 US Federal Government Contracting Webinar Series
Jennifer Schaus
About The Host
2016 US Federal Government Contracting Webinar Series
* Approx 20 Yrs in Gov Contracting
* Career: D&B (Govt Division)
Federal Sales & GSA Scheds
* Frequent Speaker: Chambers, NCMA, AFCEA, etc
* Member: WIPG
* Education: Towson University – B.A.
UC Berkeley - Leadership Accelerator
Cornell University - Exec Leadership
Jennifer Schaus
Jennifer Schaus & Associates
2016 US Federal Government Contracting Webinar Series
* DC Based Consulting Firm
* Over 10 Yrs in Business
* Support Services for Gov Cons
Proposal Writing / Contract Vehicles (GSA)
Sales & Biz Dev
Certifications – SBA 8(a); SDVO; etc.
Events
INTRODUCTION
Mark A. Amadeo
2016 US Federal Government Contracting Webinar Series
Mark A. Amadeo
ABOUT OUR SPEAKER
2016 US Federal Government Contracting Webinar Series
• Over 20 years of experience as government
counsel & law firm counsel
• Before starting boutique law firm, was a
partner at DC law firm
• LL.M. Georgetown University Law Center;
J.D. University of Wisconsin Law School;
B.A. Boston College
• Member of several business, government
contracting & technology groups in DC,
Maryland & Virginia
Mark Amadeo
Amadeo Law Firm, PLLC
2016 US Federal Government Contracting Webinar Series
• Offices in DC, Bethesda & Frederick
• Litigation background helps avoid pitfalls
• Focus on Government Contracting &
Technology
• Government Contracts
• Review/negotiation: FAR/DFARS compliance
• Pre & Post Award Teaming: JV’s & Subcontracts
• Technology: IP preservation & commercialization
PRESENTATION
2016 US Federal Government Contracting Webinar Series
Teaming With Tribally Owned 8(a) Businesses
GAO Statistics
• Federal dollars obligated to Tribal 8(a)’s
• 2005: $2.1 billion
• 2010: $5.5 billion
• Tribal 8(a)’s were only 6.2% of 8(a) companies,
but accounted for almost one third of 8(a)
obligations in 2010
2016 US Federal Government Contracting Webinar Series
Distinction
• 8(a) businesses owned by Native American
individuals
• 8(a) businesses owned by Native American
tribes
2016 US Federal Government Contracting Webinar Series
Tribally-Owned Concern (TOC)
• 51% owned by Indian Tribe
• Directly
• Through Wholly Owned Entity
• Corporate Entities
• 51% voting stock
• 51% all classes
• Non-Corporate Entities
• 51% interest
2016 US Federal Government Contracting Webinar Series
Must Meet 8(a) Requirements
• Small
• Unconditionally Owned and Controlled
• Tribe must be socially, economically
disadvantaged
• Demonstrated potential for success
2016 US Federal Government Contracting Webinar Series
Unique Application of Requirements To 8(a) TOC’s
Small
• For purposes of 8(a) Program, broad affiliation
exception: no affiliation among Tribally-owned
entities (unless creates substantial unfair
competitive advantage).
• Outside the 8(a) Program – e.g., small business
set asides – limited exception: no affiliation
based on common ownership or common
management, or performance of common
administrative services.
2016 US Federal Government Contracting Webinar Series
Unique Application of Requirements To 8(a) TOC’s
Ownership
• Tribes may own unlimited number of 8(a)’s not
in primary line of business as an 8(a) applicant
or of 8(a)’s with a secondary line of business
that is the same as the 8(a) applicant’s primary
line of business
• Tribes may own up to 50% of another 8(a) that
is in the same primary line of business as 8(a)
applicant
2016 US Federal Government Contracting Webinar Series
Unique Application of Requirements To 8(a) TOC’s
Potential For Success
• In operation for two years
or
• Managers have substantial technical
experience, TOC has record of successful
government or nongovernment contract
performance, & TOC has adequate capital
or
• Written commitment of support from Tribe
2016 US Federal Government Contracting Webinar Series
Unique Opportunities
For 8(a) TOC’s & Teaming Partners
• Sole Source Awards of Unlimited Value
• No Protests Based on Participant Eligibility
• 8(a) TOC’s eligible for direct outsourcing
without study or cost comparison
2016 US Federal Government Contracting Webinar Series
Unique Benefits
For 8(a) TOC’s & Teaming Partners
• Prime Contractors – SB/SDB subcontracting
goal credit regardless of 8(a) TOC size
• DoD – 5% compensation rebate
• Benefits of large business resources
2016 US Federal Government Contracting Webinar Series
Example of Organizational Structure
2016 US Federal Government Contracting Webinar Series
TribeTribeTribeTribe
Holding CompanyHolding CompanyHolding CompanyHolding Company
8(a) TOC8(a) TOC
LogisticsLogistics
8(a) TOC8(a) TOC
LogisticsLogistics
RealReal
EstateEstate
RealReal
EstateEstate
8(a) TOC8(a) TOC
ITIT
8(a) TOC8(a) TOC
ITIT ConstructionConstructionConstructionConstruction
SBA’s Proposed Changes
• Common Administrative Services
• Clarification of limitations on day-to-day
managers of multiple Tribal 8(a)’s
2016 US Federal Government Contracting Webinar Series
CONCLUSIONS
2016 US Federal Government Contracting Webinar Series
CONCLUSIONS
2016 US Federal Government Contracting Webinar Series
Unique Small Business Contracting Opportunities
For Tribally Owned 8(a)’s & Their Teaming Partners
•Potential for large sole-source awards
•Rare opportunity for subsidiary of a large business
•Access to “large business” type network & resources
Q & A
2016 US Federal Government Contracting Webinar Series
CONTACT DETAILS
Ms. Jennifer L. Schaus
Washington DC
+ 1 - 2 0 2 – 3 6 5 – 0 5 9 8
jschaus@jenniferschaus.com
www.JenniferSchaus.com
------------------------------
Mr. Mark A. Amadeo
Washington, DC
(202) 640-2090
mamadeo@amadeolaw.com
www.amadeolaw.com
CALENDAR OF EVENTS:
(All Webinars are at 12pm EST & Recorded)
JUNE 1 - Maximizing The Value of Your GovCon Business
https://attendee.gotowebinar.com/register/74156936435694851
JUNE 2 - Capture Planning - To Bid Or Not To Bid
https://attendee.gotowebinar.com/register/7051206926535220483
JUNE 3 - Teaming Agreements - The Good, The Bad & The Enforceable
https://attendee.gotowebinar.com/register/7352313683359938307
JUNE 6 - Teaming With Tribally Owned 8(a) Businesses
https://attendee.gotowebinar.com/register/4324839202604449539
JUNE 7 - Color Reviews For Successful Proposals
https://attendee.gotowebinar.com/register/3973323136181419267
JUNE 8 - Preparing The FSO for a DSS Audit
https://attendee.gotowebinar.com/register/423786240906737667
JUNE 9 - Life After 8(a) - Best Practices & Case Study
https://attendee.gotowebinar.com/register/6473232146721067779
JUNE 10 - The Politics Of Procurement
https://attendee.gotowebinar.com/register/3924758807094447107
JUNE 13 - Contract Administration - Best Practices
https://attendee.gotowebinar.com/register/2132047978959217667
JUNE 14 - So You Have A Facility Clearance, Now What?
https://attendee.gotowebinar.com/register/9028972158695833091
JUNE 15 - Unsolicited Proposals - Why, What & How.
https://attendee.gotowebinar.com/register/4729436391901262849
JUNE 17 - SBIR's - The Good, The Bad & The "How"
https://attendee.gotowebinar.com/register/6337198369128857857
2016 US Federal Government Contracting Webinar Series

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FED GOV CON - Teaming With Tribally Owned 8a Firms

  • 1. Teaming With Tribally Owned 8(a) Businesses US Federal Government Contracting Webinar Series - 2016 Presented By: Mark Amadeo JUNE 6, 2016
  • 2. CALENDAR OF EVENTS: (All Webinars are at 12pm EST & Recorded) JUNE 1 - Maximizing The Value of Your GovCon Business https://attendee.gotowebinar.com/register/74156936435694851 JUNE 2 - Capture Planning - To Bid Or Not To Bid https://attendee.gotowebinar.com/register/7051206926535220483 JUNE 3 - Teaming Agreements - The Good, The Bad & The Enforceable https://attendee.gotowebinar.com/register/7352313683359938307 JUNE 6 - Teaming With Tribally Owned 8(a) Businesses https://attendee.gotowebinar.com/register/4324839202604449539 JUNE 7 - Color Reviews For Successful Proposals https://attendee.gotowebinar.com/register/3973323136181419267 JUNE 8 - Preparing The FSO for a DSS Audit https://attendee.gotowebinar.com/register/423786240906737667 JUNE 9 - Life After 8(a) - Best Practices & Case Study https://attendee.gotowebinar.com/register/6473232146721067779 JUNE 10 - The Politics Of Procurement https://attendee.gotowebinar.com/register/3924758807094447107 JUNE 13 - Contract Administration - Best Practices https://attendee.gotowebinar.com/register/2132047978959217667 JUNE 14 - So You Have A Facility Clearance, Now What? https://attendee.gotowebinar.com/register/9028972158695833091 JUNE 15 - Unsolicited Proposals - Why, What & How. https://attendee.gotowebinar.com/register/4729436391901262849 JUNE 17 - SBIR's - The Good, The Bad & The "How" https://attendee.gotowebinar.com/register/6337198369128857857 2016 US Federal Government Contracting Webinar Series
  • 3. AGENDA 2016 US Federal Government Contracting Webinar Series
  • 4. AGENDA: • Introduction – HOST •Introduction - GUEST • Presentation •Conclusions • Q & A 2016 US Federal Government Contracting Webinar Series
  • 5. INTRODUCTION Host 2016 US Federal Government Contracting Webinar Series
  • 6. Jennifer Schaus About The Host 2016 US Federal Government Contracting Webinar Series * Approx 20 Yrs in Gov Contracting * Career: D&B (Govt Division) Federal Sales & GSA Scheds * Frequent Speaker: Chambers, NCMA, AFCEA, etc * Member: WIPG * Education: Towson University – B.A. UC Berkeley - Leadership Accelerator Cornell University - Exec Leadership
  • 7. Jennifer Schaus Jennifer Schaus & Associates 2016 US Federal Government Contracting Webinar Series * DC Based Consulting Firm * Over 10 Yrs in Business * Support Services for Gov Cons Proposal Writing / Contract Vehicles (GSA) Sales & Biz Dev Certifications – SBA 8(a); SDVO; etc. Events
  • 8. INTRODUCTION Mark A. Amadeo 2016 US Federal Government Contracting Webinar Series
  • 9. Mark A. Amadeo ABOUT OUR SPEAKER 2016 US Federal Government Contracting Webinar Series • Over 20 years of experience as government counsel & law firm counsel • Before starting boutique law firm, was a partner at DC law firm • LL.M. Georgetown University Law Center; J.D. University of Wisconsin Law School; B.A. Boston College • Member of several business, government contracting & technology groups in DC, Maryland & Virginia
  • 10. Mark Amadeo Amadeo Law Firm, PLLC 2016 US Federal Government Contracting Webinar Series • Offices in DC, Bethesda & Frederick • Litigation background helps avoid pitfalls • Focus on Government Contracting & Technology • Government Contracts • Review/negotiation: FAR/DFARS compliance • Pre & Post Award Teaming: JV’s & Subcontracts • Technology: IP preservation & commercialization
  • 11. PRESENTATION 2016 US Federal Government Contracting Webinar Series Teaming With Tribally Owned 8(a) Businesses
  • 12. GAO Statistics • Federal dollars obligated to Tribal 8(a)’s • 2005: $2.1 billion • 2010: $5.5 billion • Tribal 8(a)’s were only 6.2% of 8(a) companies, but accounted for almost one third of 8(a) obligations in 2010 2016 US Federal Government Contracting Webinar Series
  • 13. Distinction • 8(a) businesses owned by Native American individuals • 8(a) businesses owned by Native American tribes 2016 US Federal Government Contracting Webinar Series
  • 14. Tribally-Owned Concern (TOC) • 51% owned by Indian Tribe • Directly • Through Wholly Owned Entity • Corporate Entities • 51% voting stock • 51% all classes • Non-Corporate Entities • 51% interest 2016 US Federal Government Contracting Webinar Series
  • 15. Must Meet 8(a) Requirements • Small • Unconditionally Owned and Controlled • Tribe must be socially, economically disadvantaged • Demonstrated potential for success 2016 US Federal Government Contracting Webinar Series
  • 16. Unique Application of Requirements To 8(a) TOC’s Small • For purposes of 8(a) Program, broad affiliation exception: no affiliation among Tribally-owned entities (unless creates substantial unfair competitive advantage). • Outside the 8(a) Program – e.g., small business set asides – limited exception: no affiliation based on common ownership or common management, or performance of common administrative services. 2016 US Federal Government Contracting Webinar Series
  • 17. Unique Application of Requirements To 8(a) TOC’s Ownership • Tribes may own unlimited number of 8(a)’s not in primary line of business as an 8(a) applicant or of 8(a)’s with a secondary line of business that is the same as the 8(a) applicant’s primary line of business • Tribes may own up to 50% of another 8(a) that is in the same primary line of business as 8(a) applicant 2016 US Federal Government Contracting Webinar Series
  • 18. Unique Application of Requirements To 8(a) TOC’s Potential For Success • In operation for two years or • Managers have substantial technical experience, TOC has record of successful government or nongovernment contract performance, & TOC has adequate capital or • Written commitment of support from Tribe 2016 US Federal Government Contracting Webinar Series
  • 19. Unique Opportunities For 8(a) TOC’s & Teaming Partners • Sole Source Awards of Unlimited Value • No Protests Based on Participant Eligibility • 8(a) TOC’s eligible for direct outsourcing without study or cost comparison 2016 US Federal Government Contracting Webinar Series
  • 20. Unique Benefits For 8(a) TOC’s & Teaming Partners • Prime Contractors – SB/SDB subcontracting goal credit regardless of 8(a) TOC size • DoD – 5% compensation rebate • Benefits of large business resources 2016 US Federal Government Contracting Webinar Series
  • 21. Example of Organizational Structure 2016 US Federal Government Contracting Webinar Series TribeTribeTribeTribe Holding CompanyHolding CompanyHolding CompanyHolding Company 8(a) TOC8(a) TOC LogisticsLogistics 8(a) TOC8(a) TOC LogisticsLogistics RealReal EstateEstate RealReal EstateEstate 8(a) TOC8(a) TOC ITIT 8(a) TOC8(a) TOC ITIT ConstructionConstructionConstructionConstruction
  • 22. SBA’s Proposed Changes • Common Administrative Services • Clarification of limitations on day-to-day managers of multiple Tribal 8(a)’s 2016 US Federal Government Contracting Webinar Series
  • 23. CONCLUSIONS 2016 US Federal Government Contracting Webinar Series
  • 24. CONCLUSIONS 2016 US Federal Government Contracting Webinar Series Unique Small Business Contracting Opportunities For Tribally Owned 8(a)’s & Their Teaming Partners •Potential for large sole-source awards •Rare opportunity for subsidiary of a large business •Access to “large business” type network & resources
  • 25. Q & A 2016 US Federal Government Contracting Webinar Series
  • 26. CONTACT DETAILS Ms. Jennifer L. Schaus Washington DC + 1 - 2 0 2 – 3 6 5 – 0 5 9 8 jschaus@jenniferschaus.com www.JenniferSchaus.com ------------------------------ Mr. Mark A. Amadeo Washington, DC (202) 640-2090 mamadeo@amadeolaw.com www.amadeolaw.com
  • 27. CALENDAR OF EVENTS: (All Webinars are at 12pm EST & Recorded) JUNE 1 - Maximizing The Value of Your GovCon Business https://attendee.gotowebinar.com/register/74156936435694851 JUNE 2 - Capture Planning - To Bid Or Not To Bid https://attendee.gotowebinar.com/register/7051206926535220483 JUNE 3 - Teaming Agreements - The Good, The Bad & The Enforceable https://attendee.gotowebinar.com/register/7352313683359938307 JUNE 6 - Teaming With Tribally Owned 8(a) Businesses https://attendee.gotowebinar.com/register/4324839202604449539 JUNE 7 - Color Reviews For Successful Proposals https://attendee.gotowebinar.com/register/3973323136181419267 JUNE 8 - Preparing The FSO for a DSS Audit https://attendee.gotowebinar.com/register/423786240906737667 JUNE 9 - Life After 8(a) - Best Practices & Case Study https://attendee.gotowebinar.com/register/6473232146721067779 JUNE 10 - The Politics Of Procurement https://attendee.gotowebinar.com/register/3924758807094447107 JUNE 13 - Contract Administration - Best Practices https://attendee.gotowebinar.com/register/2132047978959217667 JUNE 14 - So You Have A Facility Clearance, Now What? https://attendee.gotowebinar.com/register/9028972158695833091 JUNE 15 - Unsolicited Proposals - Why, What & How. https://attendee.gotowebinar.com/register/4729436391901262849 JUNE 17 - SBIR's - The Good, The Bad & The "How" https://attendee.gotowebinar.com/register/6337198369128857857 2016 US Federal Government Contracting Webinar Series