Attachment 7 Small Business Participation Plan Template.docx
DOCX document 41 KB Posted
- Solicitation number
- HC108426R0004
- Issued by
-
Defense Information Systems Agency
About this file
This is a Small Business Participation Plan Template for solicitation HC108426R0004, a managed and scalable storage services contract issued by the Defense Information Systems Agency (DISA). The template is designed for offerors to document their small business utilization strategy and commitments. Offerors must identify their prime contractor status (large or small business, including subcategories such as Service-Disabled Veteran-Owned Small Business, Women-Owned Small Business, HUBZone, or Small Disadvantaged Business), specify the total contract value allocation across prime, large business subcontractors, and small business subcontractors, and propose participation percentages for each small business category. Minimum quantitative requirements include 23 percent total small business participation, 5 percent Small Disadvantaged Business, 5 percent Women-Owned Small Business, 3 percent HUBZone, and 5 percent Service-Disabled Veteran-Owned Small Business, with detailed justifications required if proposed goals fall below these thresholds.
The template requires offerors to identify specific small business subcontractors, their designated categories, task assignments tied to the Performance Work Statement, dollar amounts, complexity levels (low, medium, or high), and contract types. Offerors must document enforceable commitments through signed teaming agreements, subcontracting letters, joint venture agreements, or mentor-protégé arrangements. The plan must describe maximization strategies for small business utilization, including public announcements, outreach initiatives, and intake sessions. A critical requirement unique to this solicitation mandates that prime contractors sponsor at least two Facility Site Clearances (FCLs) for small businesses during the base year of performance, with offerors required to provide written guarantees identifying the specific small businesses to be sponsored and their clearance levels. Only first-tier small business subcontractors count toward participation percentages; second and third-tier subcontractors are excluded.
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HC108426R0004
Attachment 7 Small Business Participation Plan Template
Check the applicable size and category(ies) for the PRIME offeror only -- Check all applicable boxes:
[ ] Large Prime [ ] Small Business Prime; also categorized as:
[ ] Small Disadvantaged Business (SDB) to include 8(a) [ ] Women-Owned Small Business (WOSB) [ ] Historically Underutilized Business Zone (HUBZone) Small Business [ ] Service-Disabled Veteran-Owned Small Business (SDVOSB)
(a) The total combined dollars and percentage of work to be performed by the prime contractor, any large business subcontractors and any small business subcontractors:
| Business Entity |
| Proposed Dollars |
| Proposed Percentage |
| Prime Contractor |
| $ |
| Subcontracts to Large Business |
| $ |
| Subcontracts to Small Business |
| $ |
| Total |
| $* |
| 100%** |
*This should equal the Total Contract Value (TCV) **When combined, the Prime Contractor, Subcontracts to Large Business, and Subcontracts to Small Business Percentage totals must equal 100%
Note: The Small Business Participation Plan measures the percentage of the TCV while the Subcontracting Plan measures the percentage of the subcontracted dollars. Small Business Offerors will be required to report achievements against their Small Business Participation Plan while “Other Than Small Business” Offerors will be required to report results against both sets of goals during contract execution.
(b) Indicate the total percentage of participation to be performed by each small business category. The percentage of work performed by small businesses that qualify in multiple small business subcategories should be counted in each category. For example, if a company is a WOSB and SDVOSB, the dollar subcontracted to that company should be counted for Small Business, WOSB and SDVOSB:
| Small Business Categories |
| Proposed Dollars |
| Minimum Quantitative Requirement |
| Proposed Participation Goal |
| Difference Between Minimum Quantitative Requirements and Proposed |
| Total Contract Value |
| $ |
100.00%
| SB |
| $ |
| 23% |
| SDB |
| $ |
| 5% |
| WOSB |
| $ |
| 5% |
| HUBZone |
| $ |
| 3% |
| SDVOSB |
| $ |
| 5% |
Detailed explanations must be provided when the percentages fall short of the Minimum Quantitative Requirements listed in the solicitation. The Government does not recognize zero percent as an acceptable proposed goal. However, if zero goals are proposed for small business or any subcategory, they shall be supported with a detailed explanation as to why the Offeror cannot utilize small business. If the Offeror does not submit a detailed rationale/explanation, the zero percentage may be deemed unacceptable. All percentages should use the TCV as a baseline. The Small Business Evaluation Board must be able to verify that each percentage is based on the TCV.
(c) List principal services to be performed by small businesses. This list should include the specific task area from the Performance Work Statement (PWS) and the complexity* (low, medium or high) that the small business will perform for this specific requirement to include the dollars planned for each small business.
*Complexity: These are presented as guidelines only and should not be construed as replacing requirements in any other section of the solicitation to include labor category requirements.
Low: Does not require technical expertise. May not require employee to have a college degree, may require direct supervision and/or require less than five years of related experience. Examples: SharePoint Support, Project Management, Non-technical support, acquiring products or ordering materials/SW/HW.
Medium: Requires technical expertise or knowledge. Does require employee to have a college degree, requires little direction or supervision, requires 5-10 years of related experience. Examples: IT Operations, Data Management, IT Support Services, Cybersecurity, Tier I and Tier II Help Desk Support, Program Management, Development, Security, and Operations, Operations & Sustainment of existing systems.
High: Requires significant technical expertise or knowledge. Does require employee to have a college degree or advanced degree, requires no direction or supervision, requires ten+ years of related experience. Examples: Engineering Support, Tier III Help Desk Support, Advanced IT Support Services, Systems Engineering work for new requirements, Innovation requirements/work.
Small Business Participation Table
| Name of Company |
| Federally Designated Small Business Category(ies) |
| Specific Task Area to be subcontracted and PWS Paragraph or tie to the PWS |
| TCV Dollars |
| % of TCV |
| Product or Service? |
| Subcontract Type: Firm-Fixed Price, Cost Reimbursable, Time and Material, Labor Hours |
| Level of Complexity: Low, Medium, High |
| Nature of commitment: |
(a) joint venture, teaming arrangement, or subcontractor (b) Binding or Non-Binding
List the extent of commitment to use such firms as either enforceable or unenforceable (enforceable arrangements demonstrate commitment vice unenforceable arrangements). Documentation regarding enforceable commitments must be provided. For example: signed teaming agreements, mentor protégés agreements, joint ventures, subcontracting or partnership letters of commitment(s), etc., may be included to support your commitment to small business utilization. Enforceable commitments must be specific to the subject requirement and include signatures by both parties.
Documentation provided, as attached to this Participation Plan, includes the following: (Offeror shall customize as appropriate)
1. Enforceable Documentation
2. Mentor-Protégé Agreements
3. Teaming Agreements with:
4. Purchase orders with:
5. Signed agreements with:
6. Other:
(d) Describe the specifics on how the Offeror’s firm intends to maximize the utilization of small businesses within this acquisition. What plans of action will the Offeror execute to ensure maximum participation for small business? The Offeror shall articulate how small businesses will participate through performance as a small business Prime Offeror and/or ‘first tier’ small business subcontracting only. Second and third tier small business subcontractors will not be considered towards the total small business participation percentage in this factor.
The Offeror will execute the following specific actions to support meeting/exceeding the proposed goals of this Participation Plan: (Offeror shall customize as appropriate)
1. Publicly announce this requirement to the small business industry and invite them to an intake session
2. Outreach specific to this requirement includes:
3. General Outreach Events attending to recruit potential small businesses
4. Conducts Specific Sessions for Small Businesses to learn about our company and/or this requirement
5. Website portal to intake interested small business will be set up and publicly available
6. Work with DISA’s Office of Small Business Programs to solicit specific requirements
7. Other:
DISA is focused on removing barriers to entry for small businesses. The number one barrier is the facility site clearance (FCL). Part of maximizing the utilization of small businesses is to remove barriers. This solicitation and any resultant contract require the prime contractor to sponsor at least two FCLs for small businesses during the base year. To be rated “Acceptable” the Offeror shall provide a written guarantee that they will sponsor two or more FCLs to small businesses during the first year of performance of a resultant contract.
The table below identifies the small businesses that the Offeror will sponsor for an FCL:
| Small Business Name |
| SB Category(ies) |
| FCL Level |
Attachments:
(Offeror shall customize as appropriate):
1. Joint Venture Agreement with team members
2. Teaming Agreements with Company A
3. Subcontract with Company B
4. Binding Agreement with Company C
5. XXX
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