Post on 23-May-2019
transcript
CMGAllianceProprietary
TEAMINGTRENDS• SmallBusinessTeamingPilotProgram• OnSept.27,2010,PresidentObamasignedintolawtheSmallBusinessJobsAct,themostsignificantpieceofsmallbusinesslegislaBoninoveradecade.ThenewlawisprovidingcriBcalresourcestohelpsmallbusinessesconBnuetodriveeconomicrecoveryandcreatejobs.ThenewlawextendedthesuccessfulSBAenhancedloanprovisionswhileofferingbillionsmoreinlendingsupport,taxcuts,andotheropportuniBesforentrepreneursandsmallbusinessowners
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TEAMINGAGREEMENTSLearningobjec7ves
• Defini7ons• TeamingagreementsVSJointVenture• MOU,LOI,LOU• TeamingwithPrimes• TeamingwithSmallbusiness• Sampleagreement• References
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DEFINITIONS
• Teamingagreement• Whensmallbusinessespartnerwithothercompanies,theycanac7velyseekoutopportuni7esoutsidetheirnormalreach.Teamingagreementsareaneffec7veformofpartnershipthatallowbusinessestoopenuptheirrevenuepoten7alexponen7ally.
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DEFINITIONS
• JointVenture• AJointVentureisacoopera7veenterpriseinwhichtwoormorebusinessen77esentertogether.Thebusinessen77es,oncrea7onofajointventure,mayformaseparatecorpora7onorapartnership.Therearealsocaseswherethebusinessen77esretaintheirownindividuality,whileenteringintoajointventureagreementwhichisoperatedasaseparateen7tyaltogether
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DEFINITIONS
• MOU/LOU• Thebusinesspar7esmightagreetocreateaLeRerofUnderstanding(LOU),whichissome7mescalledaMemoofUnderstanding(MOU).Thisdocumentspellsoutthespecificsofthetermsoftheagreement.Thetwopar7estoanLOUgenerallyintendtogotothenextstepandsignaformalcontract.
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DEFINITIONS
• LOI• ALeRerofIntent(LOI)isusuallysignedbyonlyoneofthepar7es.TheLOIisnotgenerallythoughtofasaformalagreement.Instead,itspurposeistoputinwri7ngwhatoneorbothpar7esintend.Sinceitisnotaformalagreement,itismostoUennotconsideredalegalcontract
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FAR
• 9.601DefiniAon.• “Contractorteamarrangement,”asusedinthissubpart,meansanarrangementinwhich—
• (1)Twoormorecompaniesformapartnershiporjointventuretoactasapoten7alprimecontractor;or
• (2)Apoten7alprimecontractoragreeswithoneormoreothercompaniestohavethemactasitssubcontractorsunderaspecifiedGovernmentcontractoracquisi7onprogram.
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FAR
• 9.602General.• (a)ContractorteamarrangementsmaybedesirablefrombothaGovernmentandindustrystandpointinordertoenablethecompaniesinvolved
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FAR
• 9.604LimitaAons.• (e)Holdtheprimecontractorfullyresponsibleforcontractperformance,regardlessofanyteamarrangementbetweentheprimecontractoranditssubcontractors
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EXPLANATION
• Theprimecontractorisul7matelyresponsible• Teamingisadvantagestoallinvolved
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TEAMINGWITHPRIMES
• Advantages• Capitalandcapability• Exclusivity• PrimeprefersLOI• liability
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PRIMES
• Pi`alls• Exclusivity• Protesttothecustomer(Gov.)• Disputeresolu7on• Second7erprovider• Vigilance
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NEWRULING
SmallBusinessSubcontracBngPlans(76FR61626):OnOctober5,2011• Offerormustrepresenttothecontrac7ngofficerthatitwillmakeagoodfaithefforttoawardsubcontractstothesmallbusinessesthatitusedorreferencedinitsbidorproposal.
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(76FR61626)
• Ifanofferorfailstousethesmallbusinessesthatitreferencedorrelieduponinitsproposal,theofferormustprovidethecontrac7ngofficerwithawriRenexplana7on.Aprimecontractoralsomustno7fythecontrac7ngofficerifitpaysareducedpricetoasubcontractororpaymenttoasubcontractorismorethan90dayspastdue.
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(76FR61626)
• PrimecontractorscannotprohibitasubcontractorfromdiscussingmaRerspertainingtopaymentoru7liza7onofsmallbusinessconcernsdirectlywiththeGovernment
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TEAMINGWITHSMALLBUSINESS
• Buildingrela7onships• ARendingworkshops,matchmakingevents,tradeassocia7onmee7ngs
• Missionistoenhanceorexpandcapabili7es• Cer7fica7onsandpastperformance
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SMALLBUSINESS
• Considera7ons• Primeandsubcontractroles• Liabilityofroles• Bonding,insurance,laborhoursandmarke7ng
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SMALLBUSINESS
• Consor7ums• Compe7ngagainstprimes• Establishprime• Federaltrendinteaming
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SAMPLEAGREEMENT
• TeamingAgreement• ThisTeamingAgreement,enteredintothisdayof,20--,byandbetween(hereinaUercalled"TeamLeader"),acorpora7on,withprincipalofficesat,and(hereinaUercalled"TeamMember"),acorpora7on,withprincipalofficesat,
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SAMPLE
• I.ProposalPreparaAon• A.ThePar7esshallusetheirbesteffortstoprepareacompe77veproposalinresponsetotheSolicita7onforsubmissiontotheCustomer
• Establishteamleader• Keepallpar7esapprisedofcommunica7ons
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SAMPLE
• II.DivisionofResponsibiliAes• TechnicalProposalResponsibili7es:• TeamLeaderwillprovide:• Proposalmanagement.• Facili7esforproduc7onoftheproposal.
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SAMPLE
• III.ApplicabilityandRelaAonshipoftheParAes
• ThePar7esherecreateateamtoprepareacompe77ve,cost-effec7veproposalinresponsetotheSolicita7on.NothinginthisTeamingAgreementshallbeconstruedtogranteithertheTeamLeaderortheTeamMembertherighttomakecommitmentsofanykindfororonbehalfoftheotherParty,withoutthepriorwriRenconsentoftheotherParty
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SAMPLE
• IV.ResponsibiliAesoftheParAes• UPONAWARD,ISSUESUBCONTRACTTOTEAMMEMBER
• FurnishtoTeamMembertheSolicita7onandanyamendmentstheretoissuedbytheCustomer
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SAMPLE
• V.ProprietaryInformaAon• ThePar7esshalliden7fyinwri7ng,byappropriatestamp,legend,orotherwise,allsuchProprietaryInforma7ontransferredpursuanttothisTeamingAgreement.AllsuchProprietaryInforma7ondisclosedunderthisTeamingAgreementshallremainthepropertyof,andbedeemedproprietaryto,thedisclosingParty
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SAMPLE
• VI.TerminaAons-Timeline• VII.LawsandRegulaAons• VIII.Publicity-markeAngtootherPrimes• IX.Disputes-resoluAonprocess• X.Severability-whatwillcausethisteamingagreementtobevoid
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SAMPLE
• XI.ChangeinFinancialCondiAon• XII.Assignment• NeitherPartyshallassign,sell,transfer,orinanywayencumberitsinterestunderthisTeamingAgreementwithoutobtainingpriorwriRenconsentoftheotherPartyhereto
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SAMPLE
• XIII.Amendment• ThisTeamingAgreementshallbesubjecttoamendmentatany7meuponthemutualassentofthePar7es.Anysuchamendmentshallbeinwri7ng,shalliden7fytheprovisionsofthisTeamingAgreementthataretobeamended,andshallbesignedbyauthorizedsignatoriesofthePar7es
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SAMPLE
• XIV.NoAces• Forpurposesofestablishingandmaintainingeffec7vedirectcommunica7onbetweenthePar7esandprovidinganyno7cecontemplatedhereby,thepointsofcontactforanyno7cesrequiredhereunderare:
• Whoarethepointsofcontact
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SAMPLE
• XV.LimitaAonofLiability• EachPartyshallmaintainpublicliabilityandpropertydamageinsuranceinreasonablelimitscoveringtheobliga7onssetforthaboveandshallmaintainproperworkmen'scompensa7oninsurancecoveringallemployeesperformingunderthisTeamingAgreement
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SAMPLE
• XVI.CorporateAuthority• ThatithasfullcorporatepowerandauthoritytoenterintothisTeamingAgreementandtoperformitsobliga7ons
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SAMPLE
• XVII.EnAreAgreement• ThisTeamingAgreementistheen7reagreementbetweenthePar7eswithrespecttothesubjectmaRerhereofandsupersedeswithrespecttotheSolicita7onanypriororalorwriRenagreements,commitments,draUsofagreements,understandings,memoranda,orothercommunica7onswithrespecttothesubjectmaRerofthisTeamingAgreement
• Signatures
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WHY
• Implementteamingagreementsintomarke7ngplans
• Establishconsor7umstomarkettoprimes• Teamsmarketasatotalsmallbusinessprimetothegovernment
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REFERENCES
• teamingusa.com• www.sba.gov• PTAC-hWp://www.aptac-us.org/new/Govt_ContracAng/find.php• SBDC-hRp://californiasbdc.org/• www.aRny.com• www.dawnbreaker.com