Teaming: ing: Two or more companies coming together to pursue and - - PowerPoint PPT Presentation
Teaming: ing: Two or more companies coming together to pursue and fulfill a government project Each company keeps their separate identity The companies enter into a formal teaming agreement (a form a partnership agreement
Teaming:
Two or more companies coming together to pursue
Each company keeps their separate identity The companies enter into a formal teaming
One company has to be the prime and other
Joint
Two or more companies coming together to pursue
The companies form a new LLC or corporation for
Example: Company A & Company B forming a new
4
End Users Large Primes Small Businesses Contracting Officers Small Bus Advocates Contractors Vendors Gov’t Dept.
Large companies – sub goal 35% Become a subcontractor to large companies Required to have Small Business Program SBLO = Small Bus. Liaison Officer Diversity Manager Subcontracting Manager Mentor Protégé relationships Teaming/JV CO = Contracting Officer KO = Contracting Officer PCO = Procurement C.O. TCO = Termination C.O. ACO = Administrative C.O. C.S. = Contracting Specialist COR = Contracting Officer Representative COTR = C.O. Technical Representative FPO = Federal Project Officer GSA = General Service Administration DLA = Defense Logistics Agency Government Agencies Agency is the Customer with a need Program managers, buyers, procurement departments, etc Limited contracting authority-typical <$25K Example: CDC, HHS, DOD, GSA, State, Cities, Local Municipalities, etc SBS = Small Bus. Specialist SADBUS = Small and Disadvantaged Bus. Utilization Specialist OSDBU = Office of Small Disadvantaged Bus. Utilization SBA B.O.S. = Bus Opportunity Specialist (8a Program) Build Contracting Department Staff: Proposal writer, Capture Manager, Relationship manager, Contracting Spec, Research team, Cost estimator/CPA, Admin. Hire former KO Invest in Consulting firm Utilize GCA Coaching Program Teaming Alliances with certified companies: WOSB, SDVOSB, 8a, HUBZone, Section 3, VOSB, WBE, DBE, MBE, etc. Similar industries, goals, ethics, vision, mission, etc. About 70% of all contracts require collaboration/teaming, subs, etc It’s about Co-opetition Cooperating with your competitors
Use of carefully structured teaming
These hese are relat atio ionships ships betwee ween n two wo or more re parties ies to pursue sue a set of agreed eed upon
als or to meet et a critic ical al need eed while hile remain mainin ing g indepen dependen dent. . Format
ion usua uall lly progr gres esses ses in stages ges simil milar ar to these: se:
Netwo
tworking king & T Target get Oppor portu tunitie ities
Identific
entificat atio ion
Str
trategy ategy Develo velopmen pment
Partne
ner Asses essme sment
Agreed
eed Assign gnmen ent t of Roles
ponsibi ibili liti ties es
Con
tract Negotia gotiati tion
Alli
lian ance ces in Opera eratio ion
Termi
rminat atio ion of Alli lian ance ces
If all is goin
ing g well ll with th cur urren ent t busin iness ess, , why hy chan hange? ge?
Are our
ur core re compet
encie cies compa
tible with h ta targeted geted marke ket? t?
Do we have
e ve verifi fiable able posit itiv ive e past performa
ce?
Do we have
e the criti tica cal l oper erat atio ional al resour
ces?
Is our
r firm m adequ quat ately ely capit itali alized ed and d do we have e acce cess s to out utside side fi finan nancia cial l resourc
ecessar ary?
What
hat are our r con
train aints? s?
What
hat can an other hers s offer er to improve rove our ur competit
ive positio sitionin ing? g?
Do we have
e the right ht people
d commu
nicativ cative e abili liti ties es needed eeded to defin initize itize our r agreem eements nts ve verball bally and d formal rmally ly in writi ting? g?
Have
ve we cons
idered ed our ur needs eeds for legal al guidan idance e and d assist stance? ance?
Teaming
Two or
A po
*O
Cri
Conf
Exclusivity
Good
Wi
Documen
Fina
Post
Proposal
Purpose,
SOW
Protection of team members’ proprietary information Adheri
Re
Ob
Excl
8(a)
Joint
JV will
8(a)
Adequate bonding Adequate financing Technical expertise Experience in similar requirements Access to specialized/required
Access to appropriate facilities Appropriate management Adequate Labor
Size Counts:
JV must meet applicable size standard of
A large business cannot be a JV participant
Each concern must be small for the
The size of at least one 8(a) participant to the
Revenue based size standard – procurement
Employee based size standard – procurement
13 CFR 121.103(h)(2) In joint ventures, the
JV partners will not be found affiliated if: Each concern is small, provided that at least one 8(a) Participant to the joint venture is less than one half the size standard of the applicable NAICS code; and
(1)
(2)
(a) Revenue based size standard: the dollar value of the procurement, including options, exceeds half the size standard of the applicable NAICS Code (b) Employee based size standard: dollar value of the procurement, including options, exceeds $10 M
Approved mentor protégé firms under 13 CFR
Perform vital requirements of a
Prime contractor is unusually reliant Contract management Technical responsibilities Percentage of subcontracted work Bonding assistance Incumbent contractor
Limited to three awards over two years Clarifies partners can form second JV May or may not be a separate legal entity JV is unpopulated (pass through to partners) 8(a) firm must perform at least 40% of the work
Must be more than administrative or ministerial
8(a) firm must demonstrate it will gain from
Must show how performance will assist in its
Non-8(a) JV partner or affiliates may not act
JV must demonstrate 8(a) firm controls the JV 8(a) firm must own at least 50% of the JV (51%
8(a) firm must receive profits commensurate
Once a JV is approved by SBA for one
Addendums must be approved prior to award
8(a) firm must submit performance of work
With annual update, 8(a) firm must explain
At contract completion, must submit report
May or may not be separate
8(a)
8(a)
Pr
8(a)
JV partners
All work done by non-8(a) JV partner and
If non-8(a) partner seeks to do more work
20 working
8(a)
Appro
Prior
Letter
Supplem
The name of the Joint Venture (the new
The EIN of the Joint Venture; The business credit report (formerly the
The names of the firms participating in the
Verification the Joint Venture entity is
For each firm involved in the Joint Venture,
The primary industry of the firm; The current capabilities of the firm; A brief description of the history of the firm; SBA Form 355 (Application for Small Business
SBA Form 1623 (Certification Regarding
The 8(a) participant(s) must demonstrate: What it will gain from performance of the
How such performance will assist in its
Customer agency; Size and dollar value of project; Type of project (general construction,
Expected award date for the project;
Duration of project and requirements for
Draft or final copy of bid proposal or offer; An analysis (prepared by the Joint Venture
A copy of the Statement of Work; and The procurement's FedBizOpps synopsis.
C.
The number and value of contracts in the
Relevant experience and professional
Details of all previous Joint Ventures with 8(a)
Personnel; Equipment; and Facilities.
If a separate legal entity, at least 51 percent
If not a separate legal entity, profits
The Joint Venture applicants demonstrate that
Documentation indicating the establishment and
administration of a special bank account in the name of the Joint Venture.
Amount and percentage of capital that each venturer is
contributing;
Three years of signed company year end financial statements
and federal tax returns for each participant; and
Where appropriate, evidence that the Joint Venture has
sufficient bonding.
A list of the employees needed to perform the
The number and skills of employees supplied
A brief description of the hiring and
An explanation of how project management will be handled
(the managing 8(a) participant must maintain project management control);
An explanation of the specific responsibilities of the parties
with regard to contract performance, source of labor and negotiation of the 8(a) contract; and
A breakdown of work tasks to be performed by each joint
venturer.
A breakdown of ways the 8(a) partner(s) will meet the
performance of work requirements. The work performed by the 8(a) partners must be more than administrative or ministerial functions so that they gain substantive experience.
A statement certifying that all the required
A statement certifying that the provisions of the
A statement certifying that the 8(a) participant will
What the 8(a) participant lacks in capacity
What specific benefits the 8(a) firm will
How these benefits will affect the 8(a) firm. What resources the 8(a) participant will bring
Does JV fit business development needs of
Purpose of the JV Specific benefits to be gained by the 8(a) firm Specific resources 8(a) firm lacks Ensure JV partner provides missing capacity Analysis of size of participants and JV Finances and cash flow Any affiliations Percentage of ownership
Number and skills of employees provided to JV Type and value of equipment contributed Number and value of contracts received Relevant expertise or professional licenses Compliance with business activity targets History of JVs Breakdown of work tasks Impact of JV on performance of existing contracts
All required provisions are incorporated All provisions are fair and equitable to the
Whether JV is for substantial benefit of 8(a)
Specific resources 8(a) firm brings to JV Recommendation
Prior
Must
Must
Must
Must
Must
Performance of work reports for JV contracts:
Financial Statements and Tax Returns