10225 Exhibit E -Subcontractor Inclusion Plan.docx

EXHIBIT E –SUBCONTRACTOR INCLUSION PLAN

FOR

BIDDERS WHO PLAN TO UTILIZE SUBCONTRACTORS TO PERFORM THE CONTRACT, IF AWARDED

Type/print full legal name of Bidder

INSTRUCTIONS

This Exhibit must be completed and returned to Enterprise Services ONLY IF Bidder, if awarded a Contract, intends to use subcontractors to perform such Contract.

This Exhibit is divided into three sections. Section 2 & Section 3 are informational.

SECTION 1: BIDDER’S SUBCONTRACTOR INCLUSION PLAN

Bidder: As set forth in the Competitive Solicitation, list the Bidder’s anticipated business category goals for subcontractor participation, awarded a Contract.

· Anticipated Subcontractor Percentage: For any applicable Subcontractor Category, Bidder may state any percentage of Contract spend amount that Bidder believes is appropriate and attainable for Bidder. These are aspirational goals for Bidder’s use of small/veteran/diverse subcontractors, if awarded a Contract pursuant to this Competitive Solicitation.

· Anticipated Subcontractor Names: If Bidder states a percentage of Contract spend amount, Bidder must provide the name of each intended subcontractor business, if known, in the appropriate category as they are listed in Washington’s Electronic Business Solution (WEBS).

BIDDER’S SUBCONTRACTOR INCLUSION PLAN

OMWBE Certified Minority-Owned Business

OMWBE Certified Woman-Owned Business

OMWBE Certified Combination Owned Business

OMWBE Certified Minority Woman Owned Business

OMWBE Certified Socially and Economically Disadvantaged Business

Certified Veteran-Owned Business

Washington Small Business

Other5

1 Subcontractor Category: See Section 3, below for definitions for each Subcontractor Category 2 Anticipated % of Contract Amount: Provide Bidder’s estimated percentage of Contract invoices by specified Subcontractor Category 3 Anticipated Subcontractors: Provide business names of Bidder’s anticipated subcontractors, if known, for applicable Subcontractor Category 4 Federal TIN: Provide Federal Taxpayer Identification Number (TIN), if known, for each Anticipated Subcontractor. Note: If TIN is a social security number, do NOT provide the social security number 5 Other: The ‘Other’ Subcontractor Category includes all individuals and firms who are NOT (a) a specified OMWBE certified business; (b) a Certified Veteran-Owned Business; or (c) a Washington Small Business as defined in Section 3, below.

Bidder commits to make a genuine effort to achieve the proposed subcontract spend amounts with small/veteran/diverse business subcontractors as stated above. Bidder will develop a comprehensive outreach strategy including outreach, education/mentorship, and process changes designed to increase participation by small/veteran/diverse businesses who are registered with the State of Washington in WEBS.

SECTION 2: INFORMATION & INSTRUCTIONS

1. Bidders who, if awarded a Contract, intend to use subcontractors, must complete the Subcontractor Inclusion Plan in the form set forth above. Awarded bidders who do not submit an Inclusion Plan may be precluded from utilizing subcontractors to perform the Contract.

· Note: Subcontractor Inclusion Plan is NOT required if bidder, if awarded, does NOT intend to use subcontractors for this Contract.

2. As part of the Subcontractor Inclusion Plan, Bidder is encouraged to include an anticipated list of subcontractors who may assist Bidder in fulfilling bidder’s contractual obligations, if Bidder is awarded a Contract pursuant to this Competitive Solicitation.

· Note: Individuals and businesses included in the Subcontractor Inclusion Plan are listed as examples of subcontractors that Bidder may use as subcontractors. Bidder’s Subcontractor Inclusion Plan does NOT obligate Bidder to utilize such individuals and businesses in performing the Contract, if awarded. If awarded, the Subcontractor Inclusion Plan will be incorporated into the resulting Contract and Bidder will report performance and progress to Enterprise Services as set forth in the Contract and in annual contract management meetings.

3. The small/veteran/diverse business goals set forth herein are voluntary. Bidders will not be considered non-responsive if the Subcontractor Inclusion Plan has a zero small/veteran/diverse business participation amount. Enterprise Services, however, encourages Bidders to be proactive in engaging small/veteran/diverse business participation. No preference will be included in the evaluation of bids based on the Subcontractor Inclusion Plan. No minimum level of small/veteran/diverse business participation is required as a condition for receiving a Contract award.

4. If Bidder is awarded a Contract and if Bidder has provided a Subcontractor Inclusion Plan, as part of any required annual contract management meeting with Enterprise Services during the term of the Contract, Bidder must describe its efforts in engaging and reducing any barriers to participation by small/veteran/diverse businesses, including outreach, education/mentorship, and process changes designed to increase small/veteran/diverse business participation.

SECTION 3: SUBCONTRACTOR CATEGORY DEFINITIONS

The following table defines each Subcontractor Category used in Section 2, above:

Individuals in any of the following groups are presumed to be socially disadvantaged:

· Women;

· Black/African American;

· Hispanic/Latino;

· Native American;

· Asian;

· Pacific Islander;

· Native Hawaiian;

· Alaska Native;

· Other minorities found disadvantaged by the small business association; and

· LGBTQ individuals.

Individuals are presumed to be economically disadvantaged if their individual, personal net worth does not exceed $2,047,000. Note: Individual net worth does NOT include the individual’s ownership interest in the business, the individual’s primary residence, or any retirement assets.

1. 51% Ownership. The firm must be at least fifty-one percent (51%) owned and controlled by:

(a) A veteran as defined as every person who at the time he or she seeks certification has received a discharge with an honorable characterization or received a discharge for medical reasons with an honorable record, where applicable, and who has served in at least one of the capacities listed in RCW 41.04.007;

(b) A person who is in receipt of disability compensation or pension from the Department of Veterans Affairs; or

(c) An active or reserve member in any branch of the armed forces of the United States, including the national guard, coast guard, and armed forces reserves.

2. Washington Incorporation/Location. The firm must be either an entity that is incorporated in the state of Washington as a Washington domestic corporation or, if not incorporated, an entity whose principal place of business is located within the State of Washington.

3. WEBS Certification. The firm must have certified its Veteran-Owned Business status in Washington’s Electronic Business Solution (WEBS).

4. WDVA Certification. The firm must have provided certification documentation to the WDVA and be certified by WDVA and listed as such on WDVA’s website (WDVA – Veteran-Owned Businesses).

1. Location. The firm’s principal office/place of business must be located in and identified as being in the State of Washington. A principal office or principal place of business is a firm’s headquarters where business decisions are made and the location for the firm’s books and records as well as the firm’s senior management personnel.

2. Size. The firm must be owned and operated independently from all other businesses and have either: (a) fifty (50) or fewer employees; or (b) gross revenue of less than seven million dollars ($7,000,000) annually as reported on the firm’s federal income tax return or its return filed with the Washington State Department of Revenue (WDOR) over the previous three consecutive years.

3. WEBS Certification. Bidder must have certified its Washington Small Business status in Washington’s Electronic Business Solution (WEBS).

See, RCW 39.26.010(22) & .010(13).

Washington Small Business also includes, Minibusinesses and Microbusinesses. Such firms just have a small ‘size’ requirement:

· Minibusiness Size Requirement: The firm must be owned and operated independently from all other businesses and have a gross revenue of at least one million dollars ($1,000,000) but less than three million dollars ($3,000,000) annually as reported on the firm’s federal income tax return or its return filed with the WDOR. See, RCW 39.26.010(17).

· Microbusiness Size Requirement: The firm must be owned and operated independently from all other businesses and has a gross revenue of less than one million dollars ($1,000,000) annually as reported on the firm’s federal income tax return or its return filed with the WDOR. See, RCW 39.26.010(16).

Return this Contracts Subcontractor Inclusion Plan to Procurement Coordinator at:

DESContractsTeamApple@des.wa.gov

EXHIBIT E – CONTRACT SUBCONTRACTOR INCLUSION PLAN PAGE 5

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