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1、Office of Business DevelopmentTraining Contract Administration: Agency Partnership Agreements 1Partnership Agreement PurposeTo streamline the contract execution process between SBA and the participating Agencies so that the small business community is afforded every opportunity to participate in gov
2、ernment contracting.To increase contracting opportunities for small businesses2Partnership AgreementsIn accordance with 13 CFR 124.501(a), SBA delegates only the contract execution function.SBA remains the prime contractor on all 8(a) contracts, and the 8(a) participant remains SBAs subcontractor.3P
3、artnership Agreement ObjectivesTo delineate responsibilities regarding 8(a) contracts between SBA and the participating procuring agency;To establish the procedures for offer and acceptance between SBA and the participating procuring agency;4Partnership AgreementObjectives (cont.)To reduce the inter
4、val between the time the procuring agency contracting officers send an offering letter to SBA and receive an SBA decision on the offering to a maximum of 5 workdays;5Partnership Agreement Objectives (cont.)To eliminate SBAs review of contracts and purchase orders executed under the authority of the
5、Partnership Agreement; and To establish uniform policies and procedures regarding application of purchase orders to the 8(a) contracting process, when applicable.6SBAs ResponsibilitiesReviews Agency offering letters, issues acceptance or rejection letters, and makes eligibility determinations for aw
6、ard.Reviews all proposed joint venture agreements involving 8(a) Participants before contract award.7SBAs Responsibilities (cont.)Sole Source Procurements:Within five working days of receipt of an offering letter, SBA will issue either an acceptance letter or rejection letter. If SBA does not respon
7、d within those five working days, the Agency may assume the offer has been accepted on the sixth working day.8SBAs Responsibilities (cont.)Sole Source Procurements (Cont.): Acceptance shall include a size verification and determinations with respect to all elements of eligibility (i.e., determinatio
8、ns of adverse impact, North American Industry Classification System (NAICS) code appropriateness and program eligibility).9SBAs Responsibilities (cont.)Competitive Acquisitions:SBA will issue an acceptance letter or rejection letter within five working days of receipt of an offering letter.Absent a
9、notification of rejection within five working days of receipt of the offer, acceptance may be assumed on the sixth working day. (See previous example)10SBAs Responsibilities (cont.)Competitive Acquisitions (cont.)Within two working days after a request from the contracting officer, SBA shall issue a
10、n eligibility determination for the apparent awardee or, in the case of a negotiated procurement, all firms in the competitive range. 11SBAs Responsibilities (cont.)Competitive Acquisitions (cont.)SBA will issue an eligibility determination for all firms with a realistic chance of award within two w
11、orking days after a request from the contracting officer, if no discussions are to be conducted12SBAs Responsibilities (cont.)Simplified Acquisitions:SBA will review the program eligibility of the 8(a) Participant within two working days after a request from the contracting officer. SBAs review is l
12、imited to program eligibility only. No offering or acceptance letter is required for requirements processed under the simplified acquisition procedures threshold.13SBAs Responsibilities (cont.)Simplified Acquisitions: (cont.)If SBA does not notify the agency that the selected 8(a) firm is ineligible
13、 for the award within two working days of receipt of the offer, the 8(a) firms eligibility to receive the award may be assumed on the third working day.14SBAs Responsibilities (cont.)All proposed joint venture agreements involving 8(a) firms shall be reviewed and approved by SBA before contract awar
14、d.SBA may provide 8(a) Participants with contract negotiation assistance or direct them to appropriate resources where they can obtain technical assistance in contract negotiations when requested by either the 8(a) Participant or the contracting officer.15SBAs Responsibilities (cont.)SBA has the rig
15、ht to perform on-site contract agency reviews and audits to ensure compliance with the contract requirements. SBAs procedures for conducting the agency reviews are published in SBAs Standard Operating Procedure 80 05 3. An Agency Review is an opportunity for SBA and the partner agency to review comp
16、liance with the contract execution requirements as required by law.16SBAs Responsibilities (cont.)SBA also works with the procuring activities by identifying a requirement for an 8(a) Participant for a possible award. SBA will submit capability statements to the appropriate procuring activities for
17、the purpose of matching requirements consistent with the 8(a) Participants capability.SBA holds the responsibility for ensuring that 8(a) Participants comply with all applicable provisions relating to continuing eligibility for 8(a) BD program participation.17SBAs Responsibilities (cont.)If an agenc
18、y submits an open offering letter for a sole source requirement, SBA selects an appropriate 8(a) Participant.SBA also maintains oversight as to requirements that have been accepted and will follow up with the agencys OSDBU, or equivalent (with a copy to the appropriate senior procurement executive)
19、if contract award documents (and or modifications) have not been received by the SBA district office.18Procuring Agencys ResponsibilitiesThe partner agency must inform all its contracting officers and other warranted officials who award 8(a) contracts of the responsibilities concerning the agreement
20、.The partner agency is responsible for reporting all 8(a) contract awards, modifications, and options to SBA until such time as the agreement expires or is terminated.The partner agency is required to adhere to all provisions of contractual assistance identified in 13 C.F.R. 124.501 through 124.520;
21、 as well as the applicable provisions of the FAR Subpart 19.8.19Procuring Agencys Responsibilities (cont.)To determine which requirements are suitable for offering to the 8(a) BD program in accordance with FAR Part 19, Subpart 19.8, and, where appropriate, and working with the appropriate SBA servic
22、ing office, identify the 8(a) Participants capable of performing these requirements.20Procuring Agencys Responsibilities (cont.)The contracting officer or other warranted official, shall monitor and ensure 8(a) contract compliance requirements in accordance with FAR Subparts 19, 42 and 52 and 13 C.F
23、.R. Part 124. All delegated authority contract awards, modifications, options and purchase orders will include monitoring and oversight provisions to ensure that all contracts comply with the work performance requirements in accordance with FAR Subpart 19.811-3(e) and 13 C.F.R. Section 124.510.21Pro
24、curing Agencys Responsibilities (cont.)The contracting officer or other warranted official shall request an eligibility determination from SBAs district office responsible for servicing the selected 8(a) Participant, when an 8(a) Participant has been identified on all simplified acquisitions under $
25、100K prior to issuance of the purchase order.22Procuring Agencys Responsibilities (cont.)For sole source requirements exceeding the simplified acquisition threshold of $100K, the contracting officer or other warranted official shall submit the offering letter to SBAs district office responsible for
26、servicing the selected 8(a) Participant, when an 8(a) Participant has been identified.For sole source requirements when the partner agency has not identified a specific 8(a) Participant for a requirement, the contracting officer or other warranted official shall submit an open offering letter to the
27、 SBA district office that services the geographical area where the partner agencys contracting activity is located.23Procuring Agencys Responsibilities (cont.)The agency shall submit a request for eligibility determination to the SBA district office servicing the apparent awardee. In the case of a n
28、egotiated procurement, following receipt of initial offers including price, the contracting officer may request an eligibility determination for all firms in the competitive range, if discussions are to be conducted. The eligibility determination requests shall be sent to the SBA offices servicing t
29、hose firms in the competitive range;24Procuring Agencys Responsibilities (cont.)The agency shall submit competitive 8(a) requirements and sole source requirements for which no specific 8(a) Participant had been nominated to the SBA district office servicing the geographical area in which the procuri
30、ng activity is located.The agency shall submit competitive and open construction requirements to the SBA district office serving the geographical area in which the work is to be performed, or in the case of overseas contracts, to the Office of 8(a) Business Development located at SBA Headquarters.25
31、Procuring Agencys Responsibilities (cont.)Each agency shall retain the responsibility for compliance with all applicable provisions of the FAR and any its own regulations, unless a deviation is obtained.Each agency shall provide a copy of any contract, as defined in FAR 2.101, including basic contra
32、cts, orders, modifications, and purchase orders, executed under this PA to the SBA servicing district office within 15 working days of the date of award.26Procuring Agencys Responsibilities (cont.)Each agency shall request an eligibility determination prior to final award in all 8(a) competitive acq
33、uisitions.Each agency shall retain the option to use tripartite procedures to award 8(a) contracts and purchase orders to 8(a) Participants as specified in FAR Subpart 19.8.27Procuring Agencys Responsibilities (cont.)Each agency shall ensure that all contracts awarded pursuant to the Partnership Agreement contain provisions that: 1. require SBAs approval of novation agreements submitted by the 8(a) Participant; and 2. require advance notice to SBA (as t
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