FED GOV CON - The SBA All Small Mentor-Protege Program: Myths, Realities, and Opportunities.

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Jennifer Schaus & Associates SERVICES FOR US FEDERAL GOVERNMENT CONTRACTORS

WEBINAR WEDNESDAYS – 2018 WASHINGTON, DC OFFICE PHONE: 2 0 2 – 3 6 5 – 0 5 9 8


Jennifer Schaus & Associates – GOV CON WEBINAR SERIES - 2018 - WASHINGTON DC

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Join Us for Our 2018 Series of Complimentary Webinars on various US Federal Government Contracting Topics. Presenters are industry experts sharing knowledge about the competitive government contracting sector. Find all of our Govt Contracting webinars (free download) at www.JenniferSchaus.com

Contact Us @ 2 0 2 – 3 6 5 – 0 5 9 8


Jennifer Schaus & Associates – GOV CON WEBINAR SERIES - 2018 - WASHINGTON DC

www.JenniferSchaus.com

REMINDERS: All webinars are complimentary. All webinars are recorded. They are found on our website and on YouTube. Please send your questions to the speaker directly. Thank you for participating.


Jennifer Schaus & Associates – GOV CON WEBINAR SERIES - 2018 - WASHINGTON DC

www.JenniferSchaus.com

ABOUT JENNIFER SCHAUS & ASSOCIATES: - Based in downtown Washington, DC; -

A la carte services for Federal Contractors;

Proposal Writing to GSA Schedules, 8a Cert and Contract Administration, etc.; Educational webinars; -

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Jennifer Schaus & Associates – GOV CON WEBINAR SERIES - 2018 - WASHINGTON DC

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Jennifer Schaus & Associates – GOV CON WEBINAR SERIES - 2018 - WASHINGTON DC

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ABOUT OUR SPEAKER: Steven J. Koprince - Managing Partner, Koprince Law LLC - Author, Small-Business Guide to Government Contracts - Publisher, SmallGovCon blog (smallgovcon.com) - Speaker at dozens of GovCon industry events Presenter Logo here


Jennifer Schaus & Associates – GOV CON WEBINAR SERIES - 2018 - WASHINGTON DC

www.JenniferSchaus.com

The SBA All Small Mentor-Protégé Program: Myths, Realities and Opportunities Wednesday, August 29, 2018

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Jennifer Schaus & Associates – GOV CON WEBINAR SERIES - 2018 - WASHINGTON DC

www.JenniferSchaus.com

SBA All Small Mentor-Protégé Program • What is it? • SBA-sponsored business development program established in late 2016 • Mentor company (usually larger and more experienced) provides targeted business development assistance to protégé company (usually smaller and less experienced) • Parties must execute, and SBA must approve, a written mentor-protégé agreement • After SBA approval, and during life of mentor-protégé agreement, mentor and protégé entitled to certain benefits

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Jennifer Schaus & Associates – GOV CON WEBINAR SERIES - 2018 - WASHINGTON DC

www.JenniferSchaus.com

SBA All Small Mentor-Protégé Program • Myth #1: A “Mentor-Protégé” is a teaming relationship • Reality: • A mentor-protégé relationship is a business development relationship • SBA approval of a mentor-protégé agreement does not create a team • However, the mentor and protégé can separately establish prime/subcontractor teams or joint ventures Presenter Logo here


Jennifer Schaus & Associates – GOV CON WEBINAR SERIES - 2018 - WASHINGTON DC

www.JenniferSchaus.com

SBA All Small Mentor-Protégé Program • Myth #2: Government contractors need a mentor-protégé agreement to pursue set-aside contracts as joint venturers • Reality: • A mentor-protégé relationship is required for a large business to be part of a joint venture pursuing set-aside contracts • A mentor-protégé relationship is not required if both members of the joint venture are small businesses under the solicitation’s size standard Presenter Logo here


Jennifer Schaus & Associates – GOV CON WEBINAR SERIES - 2018 - WASHINGTON DC

www.JenniferSchaus.com

SBA All Small Mentor-Protégé Program • Myth #3: If a mentor and protégé wish to joint venture for set-aside contracts, the SBA must pre-approve their joint venture agreement • Reality: • SBA must approve the mentor-protégé agreement, but need only approve the joint venture agreement if the joint venture will pursue an 8(a) contract • For all other set-aside contracts (e.g., HUBZone, WOSB), there is no SBA preapproval of JV agreements, but SBA can review after award if there is a protest Presenter Logo here


Jennifer Schaus & Associates – GOV CON WEBINAR SERIES - 2018 - WASHINGTON DC

www.JenniferSchaus.com

SBA All Small Mentor-Protégé Program • Myth #4: A protégé can have an indefinite number of mentors in its lifetime • Reality: • Although SBA’s regulations aren’t entirely clear, SBA’s policy allows a protégé only two mentors in the protégé’s lifetime • Mentors could be consecutive or concurrent • Choose wisely! Presenter Logo here


Jennifer Schaus & Associates – GOV CON WEBINAR SERIES - 2018 - WASHINGTON DC

www.JenniferSchaus.com

SBA All Small Mentor-Protégé Program • Opportunity #1: • Business Development Assistance! • Protégé should carefully consider (based on business plan and projections) the sort of targeted business development assistance it needs to accelerate its growth curve • Could be financial, educational, marketing, etc. • Don’t just skip to the JV agreement Presenter Logo here


Jennifer Schaus & Associates – GOV CON WEBINAR SERIES - 2018 - WASHINGTON DC

www.JenniferSchaus.com

SBA All Small Mentor-Protégé Program • Opportunity #2: • Limited affiliation exception • SBA cannot find affiliation or control based on assistance provided by mentor under the mentor-protégé agreement • Allows mentor and protégé to temporarily (during life of agreement) have closer relationship than might otherwise be advisable • If you plan to do it, put it in the mentor-protégé agreement Presenter Logo here


Jennifer Schaus & Associates – GOV CON WEBINAR SERIES - 2018 - WASHINGTON DC

www.JenniferSchaus.com

SBA All Small Mentor-Protégé Program • Opportunity #3: • Contract access and competitiveness • Mentor can be part of the prime contract team (JV) for set-aside contracts even if mentor vastly exceeds size standard • Government gets benefit of (in essence) two prime contractors fully committed to project • Government must consider past performance and experience of both members of the JV Presenter Logo here


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OFFICE: 2 0 2 – 3 6 5 – 0 5 9 8


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