Sign Up For Our Weekly Emails
Get the latest updates on special offers, courses, events, webinars and books from Federal Publications Seminars.
Thank You
You'll soon be receiving updates about special offers, events, & more.
Get 10% Off Your Next Purchase
Sign Up For Our Emails
Thank You
You'll soon be receiving updates about special offers, events, & more.
Cart
Overview

The purpose of this special program is to detail the unique advanced problems and solutions that subcontracting and teaming arrangements present.

Companies often find that the boilerplate clauses on the back of purchase orders create more problems than they solve. Instead, a systems approach to subcontracting is needed - one that assesses the risk, defines the objectives, and then allows for flexible responses. Further, the use of teaming arrangements has increased significantly over the past number of years, especially on contracts for sophisticated, high-tech items where no single company has all the technical resources to do the work involved. Consequently, the government has actively encouraged such arrangements for some programs and projects.

TOPICS INCLUDE:

  • Why Subcontract?
  • Key Legal Issues in Federal Subcontracting
  • Subcontracting Policies and Procedures
  • Selecting Subcontractors
  • Negotiating Subcontracts
  • Managing Subcontracts
  • Purpose of Teaming Agreements
  • Teaming Regulations
  • FAR Subpart 9.6
  • Preliminary Considerations
  • The Teaming Agreement
    • Recitals
    • Definitions
    • Structure
    • Scope
    • Proposal Efforts & Content
    • Termination
    • Expiration
    • Effecting the Subcontract
    • Intellectual Property
    • Damages/Disputes/Raiding
These subjects and more will be presented by a distinguished course faculty from Sheppard Mullin Richter & Hampton LLP  - individuals with exhaustive experience in the area of federal procurement law. In addition, each attendee will receive a comprehensive course manual.

Course Objectives:
Upon successful completion of this course, you will be able to:
  • Comprehend the legal and regulatory guiding principles
  • Create and understand standard and non-standard clauses in a teaming agreement
  • Identify primary clauses in a subcontracting agreement
  • Assess risks associated with teaming and subcontract agreements

 

Dates/Locations
No upcoming dates/locations at this time
Agenda
8:00 AM - 3:00 PM
Hilton Head, SC
9:00 AM - 4:00 PM
All other locations

 

1.   Introduction
a.   Why Subcontract?
b.   Subcontractor Statistics
c.   Rules Requiring Reporting of First-Tier Subcontractor Information
2.   Key Legal Issues in Federal Subcontracting
a.   Definitions – What is a "Subcontract" under the FAR?
b.   Privity with the Government (and exceptions to privity)
c.   Legal Implications of being a being a federal "subcontractor"
1.   Applicable law
2.   Federal vs. State Jurisdiction
3.   Subcontractor Claims
3.   Subcontracting Policies and Procedures
a.   FAR Subpart 44.2: Government Consent to Subcontracts
b.   FAR Subpart 44.3: Approved Purchasing Systems and CPSRs
i.    Contractor Business Systems
ii.   Proposed DFARS Rules regarding Contractor Business Systems
c.   FAR Subpart 44.4: Commercial Subcontracts
4.   Selecting Subcontractors
a.   Recurring Issues in the Subcontractor Selection Process
1.   Confidentiality Agreements
2.   Teaming Agreements
3.   Competition in Subcontracting
4.   Subcontractor "Protests"
5.   Make or Buy Issues
6.   Special problems presented by soliciting participation of foreign Subcontractors
7.   Special problems presented by purchasing commercial items under a non-commercial prime contract
b.   Subcontract Types
1.   FFP, Fixed Quantity
2.   IDIQ
3.   Requirements
4.   BOAs
5.   T&M/LH
6.   Regular FFP
7.   Cost reimbursable
8.   Incentive subcontracts
9.   Commercial item vs. non-commercial item subcontracts
10. Services
11. Construction
12. ADPE
13. Federal Supply Schedule
14. O&M
5.   Negotiating Subcontracts
a.   Negotiating Subcontract Terms and Conditions
1.   Philosophical approach
2.   Format of terms and conditions
3.   Identifying relevant contract requirements
4.   Tips to negotiating a subcontracting
5.   Internal negotiation controls
b.   Contract Flowdowns
1.   Mandatory vs. Necessary Flowdowns
2.   The Christian Doctrine
4.   Potential impact of OFCCP decisions on subcontractor flowdowns
3.   Commercial item subcontracts
c.   Negotiating "Standard" Subcontract clauses
d.   Negotiating "Non-Standard" Subcontract clauses
e.   Subcontractor Certifications
6.   Managing Subcontracts
a.   Federal requirements for Primes to manage subcontractors
b.   Recurring Subcontractor Issues
  
TEAMING AGREEMENTS
 
7.    Purpose of Teaming Agreements
  1. Purposes of Teaming
  2. The Prime’s Perspective
  3. The Subcontractor's Perspective
  4. Small Business Subcontracting
8.    Teaming Regulations
a.   FAR Subpart 9.6
9.    Preliminary Considerations
  1. Choosing the Teammate
  2. Government Approval
  3. Choosing the Structure of the Relationship
  4. Advance Confidentiality Agreements
  5. Exclusivity vs. Non-Exclusivity
  6. Intended Effect of Agreement
    1. Agreements to negotiate in good faith
    2. Agreements to agree
    3. Absolute duty to place subcontract
g.   Cost Issues
h.   Anti-Competition Issues
    1. Horizontal Restraints
    2. Vertical Restraints
i.    Affiliation Issues
j.    Teaming under MAS Contracts
10.    The Teaming Agreement
a.   Recitals
b.   Definitions
c.   Structure
d.   Scope
e.   Proposal Efforts and Content
    1. Areas of responsibility
    2. Preparing the drafts
    3. Decision authority
    4. Duty to submit
    5. Timing
    6. Negotiations with customer
    7. Relationship to subcontract price
f.    Termination
    1. Convenience
    2. Default
g.   Expiration
    1. Survival
    2. Precedence
h.   Effecting the Subcontract
    1. Price
    2. Schedule
    3. Structure
    4. Workshare
    5. Flowdown clauses
    6. Termination
    7. "Boilerplate"
    8. Precedence
    9. Options
    10. Data Rights
i.    Intellectual Property
    1. Contribution to team
    2. Patents and data
    3. Use of intellectual property
    4. Licensing
    5. Field of use restrictions
    6. Derivative property
j.    Damages/Remedies
k.   Disputes
l.    Raiding
m. Others
Experts
  • Anne Perry
    Partner, Sheppard Mullin Richter & Hampton LLP
    Ms. Perry concentrates in the areas of Government Contracts law and litigation and is a lecturer and author in the area. Her broad experience in Government Contracts includes, for example: bid protests before the U.S. General Accounting Office, and the United States Court of Federal Claims; complex...
Accreditation
See Individual Courses For Available Credits
Certificates of Completion are provided to all seminar participants who attend Federal Publications Seminars courses following the event, upon request.
CPE: Continuing Professional Education
Field of Study: Specialized Knowledge
Delivery Method: Group-Live Classroom
Federal Publications Seminars is affiliated with West Professional Development and is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
For more information regarding administrative policies such as refunds, cancellations and complaints, please contact Federal Publications Seminars at 888.494.3696.
CPE Hours
This program is eligible for: 13.0 (CPE) hours of credit
Program Level: Basic
Program Prerequisite: None
Advance Preparation: None
Method: Group-Live
CLP: Continuous Learning Points
Approved for CLP by Defense Acquisition University
Defense Acquisition Workforce members must acquire 80 Continuous Learning Points (CLP) every two years from the date of entry into the acquisition workforce for as long as the member remains in an acquisition position per DoD Instruction 5000.66. We will provide you with documentation of points awarded for completing the event.
CLP Hours
This program is eligible for: 11.0 (CLP) hours of credit
CLE: Continuing Legal Education
States have widely varying regulations regarding MCLE credit. LegalEdcenter is an approved provider in AL, AK, AR, CA, GA, IL, ME, MO, MS, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, TN, TX, UT, VA, VI, VT, WA, WI, and WV. Credit may be applied for in other jurisdictions on request and in accordance with state MCLE rules.
Please note that because some states are changing their policy on CLE reporting, you will need to fill out the request for credit from Federal Publications Seminars within 10 business days, or we may not be able to issue credits for the program.
CLE Hours
This program is eligible for: 11.0 (60 minutes), 13.0 (50 minutes)
Travel
No travel information is available at this time
Level
  • 100
    Basic or fundamental subject matter is covered. Courses are geared to general knowledge or can be taken as a refresher.
  • 200
    Specific topics or issues within a topic area are covered. Students should be familiar with terms of art and general concepts concerning the course topic.
  • 300
    Workshops and class discussions cover specific subject matter in-depth, and participation is strongly encouraged. Attendees should have at least 2-3 years' experience in the area of study.
  • 400
    Courses build upon students' knowledge and experience, and cover complex issues within the subject matter. Should have 4-5 years' mastery of subject for in-depth analysis.
  • 500
    Masters-level programs designed for professionals with 5+ years' experience. Courses cover in-depth and technical analysis on specific subjects and updates on current issues.