12445124R0001 2024 Southern Research Station Shortlist (SRS) CONTRACTOR TOWNHALL SLIDE DECK AND FORMS.pdf

PROCUREMENT &

PROPERTY SERVICES

Region 8 SRS Shortlist Process

TOWNHALL DISCUSSION

Presented by Steve Alves, CSA 11 Team Lead 25 January 2024

PPS

Agenda

Introduction to R8/East Zone CSA and FAR 36 What is the SRS Shortlist / Authority The Steps Step 1 – What Do I Need Step 2 – Narrow Down the Firms Step 3 – Get More Information Step 4 – Make Recommendation

Contracting Initiates Negotiations

Introduction to R8/East Zone CSA and FAR 36

The SRS “Shortlist” falls under the East Zone CSA 10 and 11 for administration CSA 10 James Hunt, Team Lead CSA 11 Steve Alves, Team Lead

Your Contracting Officer must have their AE warrant to negotiate with the contractor

What is the SRS Shortlist / Authority

• FAR 36.602-5 What Is it? Expedited process to select the “best qualified” AE firm from a pre-qualified vendor pool.

36.602-5 Short selection process for contracts not to exceed the simplified acquisition threshold.

When authorized by the agency, either or both of the short processes described in this subsection may be used to select firms for contracts not expected to exceed the simplified acquisition threshold. Otherwise, the procedures prescribed in 36.602-3 and 36.602-4 shall be followed.

• Specific steps/controlled Process (36.602-5)

• (a) Selection by the board. The board shall review and evaluate architect-engineer firms in accordance with 36.602-3, except that the selection report shall serve as the final selection list and shall be provided directly to the contracting officer. The report shall serve as an authorization for the contracting officer to commence negotiations in accordance with 36.606.

• (b) Selection by the chairperson of the board. When the board decides that formal action by the board is not necessary in connection with a particular selection, the following procedures shall be followed:

How to Find the Annual SRS Shortlist Call For Qualifications

The Call for Qualification is ALWAYS issued on SAM.GOV The SRS DOES NOT advertise for individual projects The all allows the USFS to create a pool of approved vendors for projects under $250K in value https://sam.gov/opp/1b5d2fcab0a147e880847ffbc6b4480c/vie w https://sam.gov/opp/1b5d2fcab0a147e880847ffbc6b4480c/view https://sam.gov/opp/1b5d2fcab0a147e880847ffbc6b4480c/view

Is This Worth My Firm’s Interest?

What Are You Projecting for Work Potential?

Can You Provide My Firm A List of Projected Projects?

I can, but “self-help” is always better. All federal agencies produce a “Procurement Forecast” twice a year. An initial and then a mid year update.

Here’s the forecast for the entire USDA https://www.usda.gov/da/osdbu/forecast https://www.usda.gov/da/osdbu/forecast

What Does the Forecast Look Like?

The forecast is for all USDA Agencies for ALL types of supplies, services. You will have to sort the excel or csv spreadsheet!!

Helpful Suggestion

Filter to SRS Shortlist Naics 541320 541330 541340 541350 541360 541370 541380 541410 541620 541690

Filter to SRS “States” and “Territories”

AL AK AR FL GA KY LA MS NE

NC OK OR SC TN TX VA WA PR VI

SORTED EXAMPLE _ TRUNCATED!

ID Mission Area Agency Description Award Status

Price Range NAICS Multiple Opportu nities

Anticipat ed FY

Anticipat ed

Quarter City State

58 Research, Education and Economics (REE) Agricultural Research Se New Washington State University Project Oversit Unawarde$25,001 - $250,000 541350 Yes

FY23

FY24

FY25

FY26

FY27

Q1 Washingto WA

8646 Natural Resources and Environment (NRE) Forest Service (FS) Fire Inspection Services Unawarde$25,000 or Less 541350 No FY24 Q4 White SwaWA 8641 Natural Resources and Environment (NRE) Forest Service (FS) Fire Inspection Services Unawarde$25,000 or Less 541350 No FY24 Q3 White SwaWA 8404 Natural Resources and Environment (NRE) Forest Service (FS) Tongass Corner Bay Decommissioning Unawarde$25,001 - $250,000 541620 No FY24 Q3 Sitka AK 8392 Natural Resources and Environment (NRE) Forest Service (FS) Chugach Alaska Railroad Corportation Diagnostic S Unawarde$25,001 - $250,000 541330 No FY24 Q1 Portage AK 8376 Natural Resources and Environment (NRE) Forest Service (FS) Chugach GAOA-INHT DM Portage Pass Survey/ De Unawarde$25,001 - $250,000 541330 No FY24 Q3 Girdwood AK 8374 Natural Resources and Environment (NRE) Forest Service (FS) R10 Regional Office Tongass National Forest Wild Unawarde$25,001 - $250,000 541320 No FY24 Q3 Juneau AK 8369 Natural Resources and Environment (NRE) Forest Service (FS) R10 Regional Office Streams Modeling from LiDAR Unawarde$25,000 or Less 541360 No FY24 Q1 Juneau AK 2414 Natural Resources and Environment (NRE) Forest Service (FS) Weir Bull Cultural Resource Survey Unawarde$25,001 - $250,000 541620 Yes FY23 N/A Sisters OR 7605 Farm Production and Conservation (FPAC) Natural Resources Conse GRP or WRP boundary survey Unawarde$25,001 - $250,000 541370 No FY24 Q2 Various CoVA 7603 Farm Production and Conservation (FPAC) Natural Resources Conse WRP Boundary Resurvey Unawarde$25,001 - $250,000 541370 No FY24 Q2 Various CoVA 7600 Farm Production and Conservation (FPAC) Natural Resources Conse Trimble Services Subscription Unawarde$25,001 - $250,000 541370 No FY24 Q4 Verona VA

Forest Service Awards over 3 Years North American Industry Classification System (NAICS) Review

The SRS Shortlist utilizes many NAICS (attachment A). Below is a listing of past award (est):

NAICS Descr Award (est) Value 541310 Architectural Svc 7 $588,300.85 541320 Landscape Architectural Svc 1 $3,400.00 541330 Engineering Services 49 $4,329,993.76 541340 Drafting Services 0 541350 Building Inspection Svc 1 $5,201.82 541360 Geophysical Surv/Map Svc 1 $94,043.53 541370 Surveying and Mapping 8 $243,637.50 541380 Testing Laboratories 0 541410 Interior Design Services 0 541620 Environmental Cons Svc 2 $109,102.01 541690 Scientific & Technical Svc 1 $57,753.00

Preparing Your Firm’s Submittal

The SRS Shortlist Package Documents

Attachment A 2024 AE SUBMITTAL COVER SHEET

Attachment B 2024 STANDARD FORM 330

Attachment C 2024 DESIGN FEE LIMITATION NOTICE

Attachment D 2024 SBA Table of Size Standards March 17 2023 Rev excerpt

Attachment E AE RFP EXAMPLE FORMAT NO PROJECT

Attachment F 2020_PRIOR YEAR QUESTIONS ASKED

Attachment A 2024 AE SUBMITTAL COVER SHEET This “builds” our excel database

Tips and Technics For SF330 Review

PART I - CONTRACT-SPECIFIC QUALIFICATIONS

Showing your “Best Qualified” justification. Your firms' capabilities (who/what/where) Composition of Your Firm to Meet the USFS “generic” needs

SRS Call for Qualifications “Generic Nature” due to unknown requirements

• replacements, bridges, roads, and trails

• surveying (construction and property)

• construction inspection/safety inspections of roads, bridges under FP-14 and state laws

• design of repairs to small dams and impoundments

• laboratory repairs and renovations

• review and design of HVAC systems upgrades

• green building construction and certification consultation

• historic preservation

• renovations to improve energy efficiency and address safety concerns

• design of small warehouses and offices

• energy audits and studies

• design of photovoltaic and other renewable energy systems

• review and design of electrical systems

• drafting services

• overall facility condition assessments

• geotechnical investigation, and environmental (RCRA, CECRLA, CWA, etc.) investigations, reviews, inventories, audits, and coordination of RCRA and other waste disposal

Tips and Technics For SF330 Review

PART II - GENERAL QUALIFICATIONS

Block 9 - How many employees and disciplines

Block 10 - PROFILE OF FIRM'S EXPERIENCE AND ANNUAL AVERAGE REVENUE FOR LAST 5 YEARS

Block 11 - ANNUAL AVERAGE PROFESSIONAL SERVICES REVENUES OF FIRM FOR LAST 3 YEARS

The Best Qualified Process

STEP 1: BEGIN BY IDENTIFYING SHORTLISTED FIRMS FOR

YOUR PROJECT

Talk about the project Provide Key Details

Start/Stop/NAICS/Set Aside/Cost Break down Design and

Analytics 6% design fee applies!

Step 1 Drop Downs 1st Filter – business size

Socio-Set aside 2nd Filter NAICS

Type of Service 3rd Filter Location 4th “other”

Talk About Your Project

Step 1 – Narrow Down the Firms “Excel –ent!

Simple Filter Process using step 1 “selections”

NAICS

State Socio Economic

X-SB

Fourth Factor Picked

Use the Excel Spreadsheet

STEP 2: ANALYZE YOUR INITIAL RESULTS

Select at least 3, generally no more than 5 (yes, you can do more) from your step 1 excel narrow down

Work with your CO to review SF-330s (PII INFO!!!!)

“New” – Rate your confidence in the company’s abilities based upon the SF-330 review (High / Some/ Low)

You may not be able to assess capacity/location impacts without more data

Capabilities and Weaknesses Explain your ratings and support them.

One sentence DOESN”T WORK

I’ve worked with them before NO!!!!!!!

Describing the Firms Left

STEP 3: DISCUSSION/DATA REQUESTS WITH YOUR

BEST QUALIFIED FIRMS

Confirm those still on your list are small businesses (Your CO can help)

List your companies in no particular order and rate again.

Would additional Information help?

Would “cut-sheets” more specific to a project help?

Is there a particular skill needed unique to this project?

36.602-3 Evaluation board functions

(c) Hold discussions with at least three of the most highly qualified firms regarding concepts and the relative utility of alternative methods of furnishing the required services.

Is data or discussions needed?

https://www.law.cornell.edu/definitions/index.php?width=840&height=800&iframe=true&def_id=07ffd6d6ab7889f64ed08dbe4c639df0&term_occur=999&term_src=Title:48:Chapter:1:Subchapter:F:Part:36:Subpart:36.6:36.602-3

STEP 3: DISCUSSION/DATA REQUESTS WITH YOUR

BEST QUALIFIED FIRMS

36.602-3 Evaluation board functions

(c) Hold discussions with at least three of the most highly qualified firms regarding concepts and the relative utility of alternative methods of furnishing the required services.

What you are looking for from Step

Information you are asking for When you need it

Best Practice:

Ask from all on your list, not just one Work with CO to obtain info Don’t ask the firm to “come out and look” See #1

Is data or discussions needed?

https://www.law.cornell.edu/definitions/index.php?width=840&height=800&iframe=true&def_id=07ffd6d6ab7889f64ed08dbe4c639df0&term_occur=999&term_src=Title:48:Chapter:1:Subchapter:F:Part:36:Subpart:36.6:36.602-3

STEP 4 Final Selection Ranking:

Now your rate your firms 1-3

Update your confidence ratings based upon information provided

Support your ratings in

Rank Best qualified

FINAL ORDER RANKING AND RECOMMENDATIONS

Based upon Step 4, the Board is telling the CO the ranking 1-

The board makes its recommendation to the CO

The board certifies and signs / Team names are filled in *You submit the requisition package in IAS (all data is attached)

CO will accept/reject and begin RFP process with Firm #1 If no agreement, they move to

Firm #2 If no agreement, they move to

Firm #3

Rank Best qualified

12445121R0005 FIRM’S NAME: SRS Shortlist 2021-2 Evaluation Worksheets

ENGINEERING REVIEW

FACTOR SUBFACTOR ELEMENTS REVIEW COMMENTS RISK

CONFIDENCE

01 TECHNICAL

organizational chart of all participating firms and key personnel matrix of key personnel who participated in the example projects. This matrix graphically illustrates the degree to which the proposed key personnel have worked together before on similar projects.

HIGH

SOME

LOW

Firm details

· Location.

· Specialized experience.

· Professional capabilities; and

· Capacity

HIGH

description of each example project performed by the project team

· relevance to the agency's proposed contract

HIGH

Reflects current architect-engineer disciplines, experience types and technology

· Projects listed are last three years.

· relevance to the agency's proposed contract (USDA)

HIGH

02 PAST

PERFORMANCE

Past Performance

Agency considered the quality of a vendor’s performance history

· offeror was capable, efficient, and effective

· Offeror's performance conformed to the terms and conditions.

· offeror was reasonable and cooperative during performance.

· offeror was committed to customer satisfaction.

· given a chance would they select the same or a different contractor team

Prior Experience

Agency examine the degree to which a vendor had experience performing similar projects.

· Basis of its breadth

· Depth

· Relevance to the work that will be required

12445121R0005 FIRM’S NAME: SRS Shortlist 2021-2 Evaluation Worksheets

PPS CONTRACTOR RESPONSIBILITY ASSESSMENT (CRA)

FACTOR SUBFACTOR ELEMENTS REVIEW COMMENTS Pos/Neg

03 RESPONSIBILITY

Contractor Responsibility Assessment

· SAM Warnings

POS

NEG

FAPIIS Records and

FPDS-NG

Terminations

· Administrative Agreement

· Defective Pricing

· DoD Determination of Contractor Fault

· Information on Trafficking in Persons

· Non-Responsibility Determination

· Recipient Not-Qualified Determination

· Subcontractor Payment Issues

· Termination for Cause

· Termination for Default

· Termination for Material Failure to Comply

POS

NEG

SAM - Small Business Certifications

· Smalll Business for NAICS Selected?

· Consistency against Attachment A

POS

NEG

SAM - Contractor POC and CAGE Information

· Complete with name/email/phones/mail address

POS

NEG

FPDS-NG - Summary by Dept / NAICS / PSC

· NAICS/PSC consistent with SF-330 (C / Y / Z Coded Projects)

· Agency (FS / DoD/ DOI)

· Project Values consistent with under/over $250K

POS

NEG

FPDS-NG - Recent Transactions

· NAICS/PSC consistent with SF-330 (C / Y / Z Coded Projects)

· Agency (FS / DoD/ DOI)

· Project Values consistent with under/over $250K

POS

NEG

FPDS-NG – FAR

references involving adverse information

· Any adverse actions noted?

POS

NEG

Market Research · Any GSA Data from Library

POS

NEG

Reps & Certs from

SAM

· Current and Active?

· NAICS table /Size Standard for SF-330?

· Socio-Eco consistent with attachment A?

POS

NEG

INCLUDE

DO NOT INCLUDE

ENGINEERING ENDORSEMENT PPS CO ENDORSEMENT

OVERALL

ASSESSMENT-

RECOMMENDATION

www.

3e. Unique Identification Number :

3f. Taypayer ID Number : -

3G. Socio-Economic program certifications (list all eligible programs for which the firm is certified).

Attachment A - A&E Submittal Cover Sheet

Please fill out form completely.

1. Sources Sought : 12445124R0001

3a. Name of Architect-Engineer :

3b. Telephone No. (Pls Include Area Code) :

3c. Address of Architect-Engineer (Include Zip) :

3d. Email Address/Company Website :

2. Date of Request : 03/01/24

4. Department/Agency; Address; Email for Package Returns:

USDA FOREST SERVICE, SOUTHERN RESEARCH STATION

1700 BYPASS ROAD WINCHESTER, KY 40391

All packages to be emailed to the following (paper will not accepted):

Subject Line: 12445124R0001_Company Name_SF330_Submittal

To: Cynthia.granderson@usda.gov cc: Steven.alves@usda.gov

FS Use Only :

[ ] Alabama [ ] Mississippi [ ] Texas [ ] Alaska [ ] Nebraska [ ] Virginia [ ] Arkansas [ ] North Carolina [ ] Washington State [ ] Florida [ ] Oklahoma [ ] Puerto Rico [ ] Georgia [ ] Oregon [ ] U.S. Virgin Islands [ ] Kentucky [ ] South Carolina [ ] Louisiana [ ] Tennessee

6. Future Contracts will be for A&E Services, including the following NAICS :

[ ] 541410 Interior Design Services $9.0 [ ] 541690 Other Scientific and Technical Consulting Services $19.0

Offeror's SAM record must reflect all NAICS codes that are checked.

Check to indicate applicable codes for which you are requesting consideration :

Check all States for which you are requesting consideration :

12445124R0001

Future projects may be located in the states/territories listed below:

Attachment A - A&E Submittal Cover Sheet

Please continue filling out form completely.

5. Project Locations :

NACIS; Description; Small Business Size Std in millions

541310 Architectural Services $12.5 541320 Landscape Architectural Services $9.0 541330 Engineering Services $25.5 541340 Drafting Services $9.0 541350 Building Inspection Services $11.5 541360 Geophysical Surveying and Mapping Services $28.5 541370 Surveying and Mapping (except Geophysical) $19.0 541380 Testing Laboratories $19.0

541620 Environmental Consulting Services $19.0

FS Use Only :

Sources Sought :Firm Name:

ARCHITECT-ENGINEER QUALIFICATIONS OMB Control Number: 9000-0157 Expiration Date: 2/29/2024

STANDARD FORM 330 (REV. 7/2021) PAGE 1 OF INSTRUCTIONS

Prescribed by GSA - FAR (48 CFR) 53.236-2(b)

PURPOSE

Federal agencies use this form to obtain information from architect-engineer (A-E) firms about their professional qualifications. Federal agencies select firms for A-E contracts on the basis of professional qualifications as required by 40 U.S.C.

chapter 11, Selection of Architects Engineers, and Part 36 of the Federal Acquisition Regulation (FAR).

The Selection of Architects and Engineers statute requires the public announcement of requirements for A-E services (with some exceptions provided by other statutes), and the selection of at least three of the most highly qualified firms based on demonstrated competence and professional qualifications according to specific criteria published in the announcement.

The Act then requires the negotiation of a contract at a fair and reasonable price starting first with the most highly qualified firm.

The information used to evaluate firms is from this form and other sources, including performance evaluations, any additional data requested by the agency, and interviews with the most highly qualified firms and their references.

GENERAL INSTRUCTIONS

Part I presents the qualifications for a specific contract.

Part II presents the general qualifications of a firm or a specific branch office of a firm. Part II has two uses:

1. An A-E firm may submit Part II to the appropriate central, regional or local office of each Federal agency to be kept on file.

A public announcement is not required for certain contracts, and agencies may use Part II as a basis for selecting at least three of the most highly qualified firms for discussions prior to requesting submission of Part I. Firms are encouraged to update Part II on file with agency offices, as appropriate, according to FAR Part

36. If a firm has branch offices, submit a separate Part II for each branch office seeking work.

2. Prepare a separate Part II for each firm that will be part of the team proposed for a specific contract and submitted with Part I. If a firm has branch offices, submit a separate Part II for each branch office that has a key role on the team.

INDIVIDUAL AGENCY INSTRUCTIONS

Individual agencies may supplement these instructions. For example, they may limit the number of projects or number of pages submitted in Part I in response to a public announcement for a particular project. Carefully comply with any agency instructions when preparing and submitting this form. Be as concise as possible and provide only the information requested by the agency.

DEFINITIONS

Architect-Engineer Services: Defined in FAR 2.101.

Branch Office: A geographically distinct place of business or subsidiary office of a firm that has a key role on the team.

Discipline: Primary technical capabilities of key personnel, as evidenced by academic degree, professional registration, certification, and/or extensive experience.

Firm: Defined in FAR 36.102.

Key Personnel: Individuals who will have major contract responsibilities and/or provide unusual or unique expertise.

SPECIFIC INSTRUCTIONS

Part I - Contract-Specific Qualifications

Section A. Contract Information.

1. Title and Location. Enter the title and location of the contract for which this form is being submitted, exactly as shown in the public announcement or agency request.

2. Public Notice Date. Enter the posted date of the agency's notice on the Federal Business Opportunity website (FedBizOpps), other form of public announcement or agency request for this contract.

3. Solicitation or Project Number. Enter the agency's solicitation number and/or project number, if applicable, exactly as shown in the public announcement or agency request for this contract.

Section B. Architect-Engineer Point of Contact.

4-8. Name, Title, Name of Firm, Telephone Number, Fax

(Facsimile) Number and E-mail (Electronic Mail) Address.

Provide information for a representative of the prime contractor or joint venture that the agency can contact for additional information.

AUTHORIZED FOR LOCAL REPRODUCTION

Paperwork Reduction Act Statement - This information collection meets the requirements of 44 USC § 3507, as amended by section 2 of the Paperwork Reduction Act of 1995. You do not need to answer these questions unless we display a valid Office of Management and Budget (OMB) control number.

The OMB control number for this collection is 9000-0157. We estimate that it will take 29 hours (25 hours for part 1 and 4 hours for Part 2) to read the instructions, gather the facts, and answer the questions. Send only comments relating to our time estimate, including suggestions for reducing this burden, or any other aspects of this collection of information to: U.S. General Services Administration, Regulatory Secretariat Division (M1V1CB), 1800 F Street, NW, Washington, DC 20405.

Section C. Proposed Team.

9-11. Firm Name, Address, and Role in This Contract.

Provide the contractual relationship, name, full mailing address, and a brief description of the role of each firm that will be involved in performance of this contract. List the prime contractor or joint venture partners first. If a firm has branch offices, indicate each individual branch office that will have a key role on the team. The named subcontractors and outside associates or consultants must be used, and any change must be approved by the contracting officer. (See FAR Part 52 Clause "Subcontractors and Outside Associates and Consultants (Architect-Engineer Services)"). Attach an additional sheet in the same format as Section C if needed.

Section D. Organizational Chart of Proposed Team.

As an attachment after Section C, present an organizational chart of the proposed team showing the names and roles of all key personnel listed in Section E and the firm they are associated with as listed in Section C.

Section E. Resumes of Key Personnel Proposed for this

Contract.

Complete this section for each key person who will participate in this contract. Group by firm, with personnel of the prime contractor or joint venture partner firms first. The following blocks must be completed for each resume:

12. Name. Self-explanatory.

13. Role in this contract. Self-explanatory.

14. Years Experience. Total years of relevant experience

(block 14a), and years of relevant experience with current firm, but not necessarily the same branch office (block 14b).

15. Firm Name and Location. Name, city and state of the firm where the person currently works, which must correspond with one of the firms (or branch office of a firm, if appropriate) listed in Section C.

16. Education. Provide information on the highest relevant academic degree(s) received. Indicate the area(s) of specialization for each degree.

17. Current Professional Registration. Provide information on current relevant professional registration(s) in a State or possession of the United States, Puerto Rico, or the District of Columbia according to FAR Part 36.

18. Other Professional Qualifications. Provide information on any other professional qualifications relating to this contract, such as education, professional registration, publications, organizational memberships, certifications, training, awards, and foreign language capabilities.

19. Relevant Projects. Provide information on up to five projects in which the person had a significant role that demonstrates the person's capability relevant to her/his proposed role in this contract. These projects do not necessarily have to be any of the projects presented in Section F for the project team if the person was not involved in any of those projects or the person worked on other projects that were more relevant than the team projects in Section F. Use the check box provided to indicate if the project was performed with any office of the current firm. If any of the professional services or construction projects are not complete, leave Year Completed blank and indicate the status in Brief Description and Specific Role (block (3)).

Section F. Example Projects Which Best Illustrate Proposed

Team's Qualifications for this Contract.

Select projects where multiple team members worked together, if possible, that demonstrate the team's capability to perform work similar to that required for this contract. Complete one Section F for each project. Present ten projects, unless otherwise specified by the agency. Complete the following blocks for each project:

20. Example Project Key Number. Start with "1" for the first project and number consecutively.

21. Title and Location. Title and location of project or contract. For an indefinite delivery contract, the location is the geographic scope of the contract.

22. Year Completed. Enter the year completed of the professional services (such as planning, engineering study, design, or surveying), and/or the year completed of construction, if applicable. If any of the professional services or the construction projects are not complete, leave Year Completed blank and indicate the status in Brief Description of Project and Relevance to this Contract (block 24).

23a. Project Owner. Project owner or user, such as a government agency or installation, an institution, a corporation or private individual.

23b. Point of Contact Name. Provide name of a person associated with the project owner or the organization which contracted for the professional services, who is very familiar with the project and the firm's (or firms') performance.

23c. Point of Contact Telephone Number. Self-explanatory.

24. Brief Description of Project and Relevance to this

Contract. Indicate scope, size, cost, principal elements and special features of the project. Discuss the relevance of the example project to this contract. Enter any other information requested by the agency for each example project.

STANDARD FORM 330 (REV. 7/2021)

PAGE 2 OF INSTRUCTIONS

Jane A. Smith

Joseph B. Williams

Tara C. Donovan

Chief Architect

Chief Mechanical Engineer

Chief Electricial Engineer

29. EXAMPLE PROJECTS KEY

25. Firms from Section C Involved with this Project. Indicate which firms (or branch offices, if appropriate) on the project team were involved in the example project, and their roles. List in the same order as Section C.

Section G. Key Personnel Participation in Example Projects.

This matrix is intended to graphically depict which key personnel identified in Section E worked on the example projects listed in Section F. Complete the following blocks (see example below).

26. and 27. Names of Key Personnel and Role in this

Contract. List the names of the key personnel and their proposed roles in this contract in the same order as they appear in Section E.

28. Example Projects Listed in Section F. In the column under each project key number (see block 29) and for each key person, place an "X" under the project key number for participation in the same or similar role.

29. Example Projects Key. List the key numbers and titles of the example projects in the same order as they appear in Section F.

Section H. Additional Information.

30. Use this section to provide additional information specifically requested by the agency or to address selection criteria that are not covered by the information provided in Sections A-G.

Section I. Authorized Representative.

31. and 32. Signature of Authorized Representative and

Date. An authorized representative of a joint venture or the prime contractor must sign and date the completed form.

Signing attests that the information provided is current and factual, and that all firms on the proposed team agree to work on the project. Joint ventures selected for negotiations must make available a statement of participation by a principal of each member of the joint venture.

33. Name and Title. Self-explanatory.

PAGE 3 OF INSTRUCTIONS

SAMPLE ENTRIES FOR SECTION G (MATRIX)

26. NAMES OF KEY

PERSONNEL

(From Section E, Block 12)

27. ROLE IN THIS

CONTRACT

(From Section E, Block 13)

28. EXAMPLE PROJECTS LISTED IN SECTION F

(Fill in "Example Projects Key" section below first, before completing table. Place "X" under project key number for participation in same or similar role.)

1 2 3 4 5 6 7 8 9 10

X X

X X

X

X X

XX

NUMBER TITLE OF EXAMPLE PROJECT (From Section F) NUMBER TITLE OF EXAMPLE PROJECT (From Section F)

XYZ Corporation Headquarters, Boston, MA

Founder's Museum, Newport, RI

Federal Courthouse, Denver, CO

Justin J. Wilson Federal Building, Baton Rouge, LA

Part II - General Qualifications

See the "General Instructions" on page 1 for firms with branch offices. Prepare Part II for the specific branch office seeking work if the firm has branch offices.

1. Solicitation Number. If Part II is submitted for a specific contract, insert the agency's solicitation number and/or project number, if applicable, exactly as shown in the public announcement or agency request.

2a-2e. Firm (or Branch Office) Name and Address. Self-explanatory.

3. Year Established. Enter the year the firm (or branch office, if appropriate) was established under the current name.

4. Unique Entity Identifier. Insert the unique entity identifier issued by the entity designated at SAM. See FAR part 4.6.

5. Ownership.

a. Type. Enter the type of ownership or legal structure of the firm (sole proprietor, partnership, corporation, joint venture, etc.).

b. Small Business Status. Refer to the North American

Industry Classification System (NAICS) code in the public announcement, and indicate if the firm is a small business according to the current size standard for that NAICS code (for example, Engineering Services (part of NAICS 541330), Architectural Services (NAICS 541310), Surveying and Mapping Services (NAICS 541370)). The small business categories and the internet website for the NAICS codes appear in FAR part 19.

Contact the requesting agency for any questions. Contact your local U.S. Small Business Administration office for any questions regarding Business Status.

6a-6c. Point of Contact. Provide this information for a representative of the firm that the agency can contact for additional information. The representative must be empowered to speak on contractual and policy matters.

7. Name of Firm. Enter the name of the firm if Part II is prepared for a branch office.

8a-8c. Former Firm Names. Indicate any other previous names for the firm (or branch office) during the last six years.

Insert the year that this corporate name change was effective and the associated unique entity identifier. This information is used to review past performance on Federal contracts.

9. Employees by Discipline. Use the relevant disciplines and associated function codes shown at the end of these instructions and list in the same numerical order. After the listed disciplines, write in any additional disciplines and leave the function code blank. List no more than 20 disciplines. Group remaining employees under "Other Employees" in column b. Each person can be counted only once according to his/her primary function.

If Part II is prepared for a firm (including all branch offices), enter the number of employees by disciplines in column c(1). If Part II is prepared for a branch office, enter the number of employees by discipline in column c(2) and for the firm in column c(1).

10. Profile of Firm's Experience and Annual Average

Revenue for Last 5 Years. Complete this block for the firm or branch office for which this Part II is prepared. Enter the experience categories which most accurately reflect the firm's technical capabilities and project experience. Use the relevant experience categories and associated profile codes shown at the end of these instructions, and list in the same numerical order.

After the listed experience categories, write in any unlisted relevant project experience categories and leave the profile codes blank. For each type of experience, enter the appropriate revenue index number to reflect the professional services revenues received annually (averaged over the last 5 years) by the firm or branch office for performing that type of work. A particular project may be identified with one experience category or it may be broken into components, as best reflects the capabilities and types of work performed by the firm. However, do not double count the revenues received on a particular project.

11. Annual Average Professional Services Revenues of Firm for Last 3 Years. Complete this block for the firm or branch office for which this Part II is prepared. Enter the appropriate revenue index numbers to reflect the professional services revenues received annually (averaged over the last 3 years) by the firm or branch office. Indicate Federal work (performed directly for the Federal Government, either as the prime contractor or subcontractor), non-Federal work (all other domestic and foreign work, including Federally-assisted projects), and the total.

12. Authorized Representative. An authorized representative of the firm or branch office must sign and date the completed form. Signing attests that the information provided is current and factual. Provide the name and title of the authorized representative who signed the form.

PAGE 4 OF INSTRUCTIONS

List of Disciplines (Function Codes)

PAGE 5 OF INSTRUCTIONS

Code Description

Hydraulic Engineer Hydrographic Surveyor Hydrologist Industrial Engineer Industrial Hygienist Interior Designer Land Surveyor Landscape Architect Materials Engineer Materials Handling Engineer Mechanical Engineer Mining Engineer Oceanographer Photo Interpreter Photogrammetrist Planner: Urban/Regional Project Manager Remote Sensing Specialist Risk Assessor Safety/Occupational Health Engineer Sanitary Engineer Scheduler Security Specialist Soils Engineer Specifications Writer Structural Engineer Technician/Analyst Toxicologist Transportation Engineer Value Engineer Water Resources Engineer

Code Description Acoustical Engineer Administrative Aerial Photographer Aeronautical Engineer Archeologist Architect Biologist CADD Technician Cartographer Chemical Engineer Chemist Civil Engineer Communications Engineer Computer Programmer Construction Inspector Construction Manager Corrosion Engineer Cost Engineer/Estimator Ecologist Economist Electrical Engineer Electronics Engineer Environmental Engineer Environmental Scientist Fire Protection Engineer Forensic Engineer Foundation/Geotechnical Engineer Geodetic Surveyor Geographic Information System Specialist Geologist Health Facility Planner

List of Experience Categories (Profile Codes)

Acoustics, Noise Abatement Aerial Photography; Airborne Data and Imagery Collection and Analysis Agricultural Development; Grain Storage; Farm Mechanization Air Pollution Control Airports; Navaids; Airport Lighting; Aircraft Fueling Airports; Terminals and Hangars; Freight Handling Arctic Facilities Animal Facilities Anti-Terrorism/Force Protection Asbestos Abatement Auditoriums & Theaters Automation; Controls; Instrumentation

Barracks; Dormitories Bridges

Cartography Cemeteries (Planning & Relocation) Charting: Nautical and Aeronautical Chemical Processing & Storage Child Care/Development Facilities Churches; Chapels Coastal Engineering Codes; Standards; Ordinances Cold Storage; Refrigeration and Fast Freeze Commercial Building (low rise) ; Shopping Centers Community Facilities Communications Systems; TV; Microwave Computer Facilities; Computer Service Conservation and Resource Management Construction Management Construction Surveying Corrosion Control; Cathodic Protection; Electrolysis Cost Estimating; Cost Engineering and Analysis; Parametric Costing; Forecasting Cryogenic Facilities

Dams (Concrete; Arch) Dams (Earth; Rock); Dikes; Levees Desalinization (Process & Facilities) Design-Build - Preparation of Requests for Proposals Digital Elevation and Terrain Model Development Digital Orthophotography Dining Halls; Clubs; Restaurants Dredging Studies and Design

Ecological & Archeological Investigations Educational Facilities; Classrooms Electrical Studies and Design Electronics Elevators; Escalators; People-Movers Embassies and Chanceries Energy Conservation; New Energy Sources Engineering Economics Environmental Impact Studies, Assessments or Statements Environmental and Natural Resource Mapping Environmental Planning Environmental Remediation Environmental Testing and Analysis

Fallout Shelters; Blast-Resistant Design Field Houses; Gyms; Stadiums Fire Protection Fisheries; Fish ladders Forensic Engineering Forestry & Forest products

Garages; Vehicle Maintenance Facilities;

Parking Decks

Gas Systems (Propane; Natural, Etc.)

Geodetic Surveying: Ground and Air-borne

Geographic Information System Services:

Development, Analysis, and Data Collection

Geospatial Data Conversion: Scanning, Digitizing, Compilation, Attributing, Scribing, Drafting Graphic Design

Harbors; Jetties; Piers, Ship Terminal Facilities Hazardous Materials Handling and Storage Hazardous, Toxic, Radioactive Waste Remediation Heating; Ventilating; Air Conditioning Health Systems Planning Highrise; Air-Rights-Type Buildings Highways; Streets; Airfield Paving; Parking Lots Historical Preservation Hospital & Medical Facilities Hotels; Motels Housing (Residential, Multi-Family;

Apartments; Condominiums) Hydraulics & Pneumatics Hydrographic Surveying

STANDARD FORM 330 (REV. 7/2021)

PAGE 6 OF INSTRUCTIONS

Code Description Code Description A01 A02

A03 A04 A05 A06 A07 A08 A09 A10 A11 A12

B01 B02

C01 C02 C03 C04 C05 C06 C07 C08 C09 C10 C11 C12 C13 C14 C15 C16 C17 C18

C19

D01 D02 D03 D04 D05 D06 D07 D08

E01 E02 E03 E04 E05 E06 E07 E08 E09

E10

E11 E12 E13

F01 F02 F03 F04 F05 F06

G01

G02

G03

G04

G05

G06

H01

H02 H03

H04 H05 H06 H07

H08 H09 H10 H11

H12 H13

List of Experience Categories (Profile Codes continued)

Product, Machine Equipment Design

Pneumatic Structures, Air-Support Buildings

Postal Facilities

Power Generation, Transmission, Distribution

Public Safety Facilities

Radar; Sonar; Radio & Radar Telescopes

Radio Frequency Systems & Shieldings

Railroad; Rapid Transit

Recreation Facilities (Parks, Marinas, Etc.)

Refrigeration Plants/Systems

Rehabilitation (Buildings; Structures; Facilities)

Remote Sensing

Research Facilities

Resources Recovery; Recycling

Risk Analysis

Rivers; Canals; Waterways; Flood Control

Roofing

Safety Engineering; Accident Studies; OSHA Studies

Security Systems; Intruder & Smoke Detection

Seismic Designs & Studies

Sewage Collection, Treatment and Disposal

Soils & Geologic Studies; Foundations

Solar Energy Utilization

Solid Wastes; Incineration; Landfill

Special Environments; Clean Rooms, Etc.

Structural Design; Special Structures

Surveying; Platting; Mapping; Flood Plain Studies

Sustainable Design

Swimming Pools

Storm Water Handling & Facilities

Telephone Systems (Rural; Mobile; Intercom, Etc.)

Testing & Inspection Services Traffic & Transportation Engineering Topographic Surveying and Mapping Towers (Self-Supporting & Guyed Systems) Tunnels & Subways

STANDARD FORM 330 (REV. 7/2021)

PAGE 7 OF INSTRUCTIONS

Code Description Code Description I01 I02

I03

I04

I05

I06

J01

L01

L02

L03

L04

L05

L06

M01

M02

M03

M04

M05

M06

M07

M08

N01

N02

N03

O01 O02 O03

P01

P02

P03

P04

P05

P06

P07

P08

P09

P10

P11

P12

P13

R01

R02

R03

R04

R05

R06

R07

R08

R09

R10

R11

R12

S01

S02

S03

S04

S05

S06

S07

S08

S09

S10

S11

S12

S13

T01

T02 T03 T04 T05 T06

Industrial Buildings; Manufacturing Plants

Industrial Processes; Quality Control

Industrial Waste Treatment

Intelligent Transportation Systems

Interior Design; Space Planning

Irrigation; Drainage

Judicial and Courtroom Facilities

Laboratories; Medical Research Facilities

Land Surveying

Landscape Architecture

Libraries; Museums; Galleries

Lighting (Interior; Display; Theater, Etc.)

Lighting (Exteriors; Streets; Memorials;

Athletic Fields, Etc.)

Mapping Location/Addressing Systems

Materials Handling Systems; Conveyors; Sorters

Metallurgy

Microclimatology; Tropical Engineering

Military Design Standards

Mining & Mineralogy

Missile Facilities (Silos; Fuels; Transport)

Modular Systems Design; Pre-Fabricated Structures or Components

Naval Architecture; Off-Shore Platforms

Navigation Structures; Locks

Nuclear Facilities; Nuclear Shielding

Office Buildings; Industrial Parks Oceanographic Engineering Ordnance; Munitions; Special Weapons

Petroleum Exploration; Refining

Petroleum and Fuel (Storage and Distribution)

Photogrammetry

Pipelines (Cross-Country - Liquid & Gas)

Planning (Community, Regional, Areawide and State)

Planning (Site, Installation, and Project)

Plumbing & Piping Design

Prisons & Correctional Facilities

List of Experience Categories (Profile Codes continued)

PAGE 8 OF INSTRUCTIONS

Code Description U01

U02

U03

V01

W01

W02

W03

W04

Z01

Unexploded Ordnance Remediation

Urban Renewals; Community Development

Utilities (Gas and Steam)

Value Analysis; Life-Cycle Costing

Warehouses & Depots

Water Resources; Hydrology; Ground Water

Water Supply; Treatment and Distribution

Wind Tunnels; Research/Testing Facilities Design

Zoning; Land Use Studies

5. NAME OF FIRM

PART I - CONTRACT-SPECIFIC QUALIFICATIONS

ARCHITECT-ENGINEER QUALIFICATIONS

A. CONTRACT INFORMATION

1. TITLE AND LOCATION (City and State)

2. PUBLIC NOTICE DATE 3. SOLICITATION OR PROJECT NUMBER

B. ARCHITECT-ENGINEER POINT OF CONTACT

C. PROPOSED TEAM

(Complete this section for the prime contractor and all key subcontractors.)

4. NAME AND TITLE

8. E-MAIL ADDRESS7. FAX NUMBER6. TELEPHONE NUMBER

(Check)

PR

IM

E J-

V

PA

R

TN

ER

SU

BC

O

N

TR

AC

TO

R

9. FIRM NAME 10. ADDRESS 11. ROLE IN THIS CONTRACT

a.

b.

c.

d.

e.

f.

STANDARD FORM 330 (REV. 7/2021)

D. ORGANIZATIONAL CHART OF PROPOSED TEAM (Attached)

CHECK IF BRANCH OFFICE

CHECK IF BRANCH OFFICE

CHECK IF BRANCH OFFICE

CHECK IF BRANCH OFFICE

CHECK IF BRANCH OFFICE

CHECK IF BRANCH OFFICE

AUTHORIZED FOR LOCAL REPRODUCTION

12. NAME 13. ROLE IN THIS CONTRACT

18. OTHER PROFESSIONAL QUALIFICATIONS (Publications, Organizations, Training, Awards, etc.)

E. RESUMES OF KEY PERSONNEL PROPOSED FOR THIS CONTRACT

(Complete one Section E for each key person.)

14. YEARS EXPERIENCE

b. WITH CURRENT FIRMa. TOTAL

17. CURRENT PROFESSIONAL REGISTRATION (State and Discipline)16. EDUCATION (Degree and Specialization)

15. FIRM NAME AND LOCATION (City and State)

STANDARD FORM 330 (REV. 7/2021) PAGE 2

a.

b.

c.

d.

(1) TITLE AND LOCATION (City and State)

PROFESSIONAL SERVICES CONSTRUCTION (If applicable)

(1) TITLE AND LOCATION (City and State) (2) YEAR COMPLETED PROFESSIONAL SERVICES CONSTRUCTION (If applicable)

(1) TITLE AND LOCATION (City and State) (2) YEAR COMPLETED PROFESSIONAL SERVICES CONSTRUCTION (If applicable)

(1) TITLE AND LOCATION (City and State) (2) YEAR COMPLETED PROFESSIONAL SERVICES CONSTRUCTION (If applicable) e.

Check if project performed with current firm

Check if project performed with current firm

(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE

(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE

(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE

Check if project performed with current firm

Check if project performed with current firm

(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE

19. RELEVANT PROJECTS

(1) TITLE AND LOCATION (City and State) (2) YEAR COMPLETED

PROFESSIONAL SERVICES CONSTRUCTION (If applicable)

(2) YEAR COMPLETED

(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE Check if project performed with current firm

F. EXAMPLE PROJECTS WHICH BEST ILLUSTRATE PROPOSED TEAM'S

QUALIFICATIONS FOR THIS CONTRACT

(Present as many projects as requested by the agency, or 10 projects, if not specified.

Complete one Section F for each project.)

a. PROJECT OWNER

21. TITLE AND LOCATION (City and State)

25. FIRMS FROM SECTION C INVOLVED WITH THIS PROJECT

24. BRIEF DESCRIPTION OF PROJECT AND RELEVANCE TO THIS CONTRACT (Include scope, size, and cost)

20. EXAMPLE PROJECT KEY

NUMBER

a.

b.

c.

d.

e.

f.

(1) FIRM NAME (2) FIRM LOCATION (City and State)

(3) ROLE(1) FIRM NAME (2) FIRM LOCATION (City and State)

(3) ROLE(1) FIRM NAME (2) FIRM LOCATION (City and State)

(3) ROLE(1) FIRM NAME (2) FIRM LOCATION (City and State)

STANDARD FORM 330 (REV. 7/2021) PAGE 3

(3) ROLE

(1) FIRM NAME (2) FIRM LOCATION (City and State) (3) ROLE

b. POINT OF CONTACT NAME

23. PROJECT OWNER'S INFORMATION

c. POINT OF CONTACT TELEPHONE NUMBER

(3) ROLE(1) FIRM NAME (2) FIRM LOCATION (City and State)

22. YEAR COMPLETED

PROFESSIONAL SERVICES CONSTRUCTION (If applicable)

TITLE OF EXAMPLE PROJECT (From Section F)

G. KEY PERSONNEL PARTICIPATION IN EXAMPLE PROJECTS

STANDARD FORM 330 (REV. 7/2021) PAGE 4

26. NAMES OF KEY

PERSONNEL

(From Section E, Block 12)

27. ROLE IN THIS

CONTRACT

(From Section E, Block 13) 1 2 3 4 5 6 7 8 9 10

29. EXAMPLE PROJECTS KEY

NUMBER TITLE OF EXAMPLE PROJECT (From Section F) NUMBER

28. EXAMPLE PROJECTS LISTED IN SECTION F

(Fill in "Example Projects Key" section below before completing table.

Place "X" under project key number for participation in same or similar role.)

H. ADDITIONAL INFORMATION

30. PROVIDE ANY ADDITIONAL INFORMATION REQUESTED BY THE AGENCY. ATTACH ADDITIONAL SHEETS AS NEEDED.

I. AUTHORIZED REPRESENTATIVE

The foregoing is a statement of facts.

31. SIGNATURE 32. DATE

33. NAME AND TITLE

STANDARD FORM 330 (REV. 7/2021) PAGE 5

PART II - GENERAL QUALIFICATIONS

(If a firm has branch offices, complete for each specific branch office seeking work.)

a. SIGNATURE

ARCHITECT-ENGINEER QUALIFICATIONS

2a. FIRM (or Branch Office) NAME

2b. STREET

2c. CITY 2d. STATE 2e. ZIP CODE

3. YEAR ESTABLISHED 4. UNIQUE ENTITY IDENTIFIER

5. OWNERSHIP

b. Discipline

c. Number of Employees

10. PROFILE OF FIRM'S EXPERIENCE

AND ANNUAL AVERAGE REVENUE FOR LAST 5 YEARS

b. Experience

c. Revenue Index

Number (see below)

STANDARD FORM 330 (REV. 7/2021) PAGE 6

1. SOLICITATION NUMBER (If any)

8a. FORMER FIRM NAME(S) (If any) 8b. YEAR ESTABLISHED

9. EMPLOYEES BY DISCIPLINE

Total

(1) FIRM (2) BRANCH

1. Less than $100,000

2. $100,000 to less than $250,000

3. $250,000 to less than $500,000

4. $500,000 to less than $1 million

5. $1 million to less than $2 million

11. ANNUAL AVERAGE PROFESSIONAL

SERVICES REVENUES OF FIRM

FOR LAST 3 YEARS

(Insert revenue index number shown at right)

7. NAME OF FIRM (If Block 2a is a Branch Office) 6a. POINT OF CONTACT NAME AND TITLE

6c. EMAIL ADDRESS

8c. UNIQUE ENTITY IDENTIFIER

a. Federal Work

b. Non-Federal Work

c. Total Work

12. AUTHORIZED REPRESENTATIVE

The foregoing is a statement of facts.

b. DATE

c. NAME AND TITLE

a. Function Code

a. Profile Code

6b. TELEPHONE NUMBER

a. TYPE

b. SMALL BUSINESS STATUS

PROFESSIONAL SERVICES REVENUE INDEX NUMBER

6. $2 million to less than $5 million

7. $5 million to less than $10 million

8. $10 million to less than $25 million

9. $25 million to less than $50 million

10. $50 million or greater

Other Employees

Forest Southern Research Station Page 1 of 2 Service

A/E 6% Fee Limitation Solicitation Number: 12445124R0001

1.0 General

In accordance with Federal Acquisition Regulation (FAR) 15.4044(c)(4)(i)(B), fees for design services cannot exceed 6% of the Estimated Construction Cost Amount. This document provides additional guidance describing included and excluded services subject to the 6% fee limitation and is not meant to be allinclusive.

1.0 Design Services Subject to the 6% fee limitation:

1. Schematic design based on the Scope of Work and other Government furnished criteria.

2. Design development based on the Schematic Design.

3. Construction documents based on the Design Development

4. Project Manuals and Specifications

5. Design Narratives, also called Design Analysis. This includes design criteria and assumptions, references to standards, calculations, and a short descriptive analysis.

6. Assembly of packets of cut sheets.

7. Brief Opinions of Probable Construction Cost based on the design and updated at each design submittal where the level of detail is less than the UNIFORMAT II Level 3 designation.

8. Meetings for design review and presentation, but not public meetings.

9. Documentation for compliance with green building rating systems, such as the US

Green Building Council’s LEED rating systems.

10. Energy models of designs for code compliance and green building rating systems.

11. All time, including overhead and profit, for the items listed above

12. All internal expenses required to produce the design, such as copies to consultants, courier charges, phone calls, and meetings.

2.0 Non Design Services NOT subject to the 6% fee limitation

1. Travel shall be reimbursed in accordance with the Federal Travel Regulation.

2. Investigations and evaluations of existing facilities.

3. Preparation of a Preliminary Project Analysis, Design Prospectus, or Project

Program.

4. Surveys (examples: topographic, property boundary, utilities, construction staking).

5. Geotechnical investigation.

6. Creation and revision of documents based on the design intended solely for regulatory permitting, such as NPDES or DOT.

7. Materials testing.

8. Feasibility Studies and Master Plans.

9. Cost estimates not based on designs.

10. Cost estimates based on designs where the level of detail is greater than

UNIFORMAT II Level 3 designation.

11. Cost estimates created by quantity survey methods.

Forest Southern Research Station Page 2 of 2 Service

12. NEPA documentation and analysis.

13. Models, renderings, and photographs.

14. Preparation of asbuilt or record drawings.

15. Preparation HABS/HAER/HALS drawings and documentation.

16. Bid preparation and construction contracting assistance.

17. Construction observation, inspection, and administration.

18. Submittal and shop drawing review.

19. Preparation of construction change orders, requests for information, or supplemental instructions.

20. Review of Government Furnished Designs.

21. Value Engineering/Value Analysis Services.

U. S. Small Business Administration Table of Small Business Size Standards

Matched to North American Industry Classification System Codes

This table lists small business size standards matched to industries described in the North American Industry Classification System (NAICS), as modified by the Office of Management and Budget, effective January 1, 2022.

The size standards are for the most part expressed in either millions of dollars (those preceded by “$”) or number of employees (those without the “$”). A size standard is the largest that a concern can be and still qualify as a small business for Federal Government programs. For the most part, size standards are the average annual receipts or the average employment of a firm. How to calculate average annual receipts and average employment of a firm can be found in 13 CFR § 121.104 and 13 CFR § 121.106, respectively.

SBA also includes the table of size standards in the Small Business Size Regulations,13 CFR § 121.201.