Atch11_Small Business Participation Plan.pdf

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This document is an attachment to a federal solicitation (FA8681-26-R-B001) containing instructions for completing a Small Business Participation Plan, which all offerors—both large and small businesses—are required to submit for evaluation under the Small Business Participation Evaluation Factor. The plan requires offerors to articulate their intended approach to meeting small business objectives specified in the solicitation's evaluation criteria.

The Small Business Participation Plan form requires offerors to: (1) identify whether the prime contractor is a large business or small business and specify any applicable small business categories (Small Disadvantaged Businesses, Woman-Owned Small Business, HUB Zone Small Business, or Service Disabled Veteran Owned Small Business); (2) provide the total combined percentage of contract work to be performed by large and small businesses, including both prime and subcontractor participation, totaling 100 percent; (3) break down the percentage of participation by each small business category, with the caveat that businesses qualifying in multiple categories may be counted in each applicable category; (4) list the principal supplies and services to be performed by each small business, organized by business category; (5) describe the extent of commitment to use small businesses, including whether commitments are written, verbal, enforceable, or non-enforceable, and whether joint ventures or mentor-protégé arrangements are involved; and (6) for large businesses only, describe past performance in attaining applicable small business subcontracting goals on previous contracts, with the option to submit up to three Individual Subcontracting Reports (ISRs) or Summary Subcontract Reports (SSRs) as validation. The document also notes that large business offerors must submit a separate Subcontracting Plan (RFO 52.219-9) in Volume II of their proposal, and this plan must be consistent with commitments made in the Small Business Participation Plan.

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FA8681-26-R-B001

ATTACHMENT 11

SMALL BUSINESS PARTICIPATION PLAN

INSTRUCTIONS, CONDITIONS, AND NOTICES TO OFFERORS

All Offerors (both large business concerns and small business concerns) are required to complete a Small Business Participation Plan to be evaluated under Small Business Participation Evaluation Factor. The Offeror shall articulate how the Offeror intends to meet the small business objectives described in the Small Business Evaluation Factor.

Small Business Participation Plan (Form)

(1) Check the applicable size and categories for the PRIME Offeror -- Check all applicable boxes:

{ } Large Prime Or

{ } Small Business Prime; also categorized as a { } Small Disadvantaged Businesses { } Woman-Owned Small Business { } HUB Zone Small Business { } Service Disabled Veteran Owned Small Business

(2) Submit the total combined percentage (must equal 100%) of work to be performed by both large and small businesses (include the percentage of work to be performed both by Prime and Subcontractors):

Example: If Prime proposes a price of $1,000,000 (including all options), and small business(es) will provide $250,000 in services/supplies as a prime or subcontractor, the % planned for small businesses is 25%; and 75% for large business equaling 100%.

Percentage of Total Contract Dollars/Price

Total Percentage planned for Large Business (es) _%

Total Percentage planned for Small Business (es) %

Total: 100%

(3) Please indicate the total percentage of participation to be performed by each type of small business. The percentage of work performed by Small Businesses that qualify in multiple small business categories may be counted in each category:

Example: Construction Company X (WOSB and SDVOSB) performing 2%; and Electrical Contractor Z (HubZone and WOSB) performing 3%. Results equate to: HubZone 3%; WOSB 5%; SDVOSB 2%; VOSB 2%;).

SDVOSBs are also VOSBs automatically; however VOSBs are not automatically SDVOSBs.

Small Disadvantaged Businesses: % HUB Zone Small Business: % Woman Owned Small Business: % Service Disabled Veteran Owned SB %

(4) List principle supplies/services to be performed by Small Businesses:

Example: If a Small Business qualifies also as a WOSB and a SDVOSB, and you can add them to each category below in which they qualify.

FA868126RBXXX

Name of Company Identify Type of Service/Supply Small:

Small Disadvantaged Businesses:

Women-Owned Small:

HUB Zone Small:

Service Disabled Veteran Owned Small:

(OFFERORS MAY ADD AS NEEDED)

(5) Describe the extent of commitment to use small businesses (for example, what types of commitments if any are in place for this specific acquisition either -- written, verbal, enforceable, non-enforceable, joint venturing, mentor-protégé, etc.)

(6) Large Business Subcontracting Past Performance: Describe the extent to which you attained applicable goals for contracts that required you to submit a Subcontracting Plan. You may include copies of up to three ISRs (Individual Subcontracting Reports) or SSRs (Summary Subcontract Report) to validate your past performance. You may also submit an explanation of your efforts, where you failed to meet goals.

Additional Important Note for Large Businesses only.

Small Business Sub-Contracting Plans (RFO 52.219-9) (Submit In Volume II)

Separate from the Small Business Participation Plan, large business offerors must also submit a Subcontracting Plan (Individual Contract Plan) as required by RFO 52.219-9. Large businesses will not be eligible for award if they fail to submit an acceptable Subcontracting Plan. Subcontracting Plans shall reflect and be consistent with the commitments offered in the Small Business Participation Plan. In accordance with R-DFARS 215.104-70(a)(3), when an evaluation assesses the extent that small businesses are specifically identified in proposals, the small businesses considered in the evaluation shall be listed in any subcontracting plan submitted.

End of Attachment

Percentage of Total Contract Dollars/Price
Additional Important Note for Large Businesses only.

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