Attachment C - Historical Small Business Utilization.docx

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Attached to
P993/995, F-35 Aircraft Sustainment Center and Composite Repair Facility located at the Marine Corps Air Station (MCAS) Cherry Point, NC
Solicitation number
N4008526R0002
Issued by

About this file

This is a historical small business utilization form required for evaluation of small business participation proposals for Navy Contract N40085-26-R-0002, the F-35 Aircraft Sustainment Center and Composite Repair Facility at Marine Corps Air Station Cherry Point, North Carolina. The form must be completed by all offerors—both large and small businesses—to provide supporting documentation for Factor 6 evaluation criteria. Offerors must document their historical small business utilization achievements across three projects of their choosing, with all percentages rounded to the nearest tenth of a percent and submitted only on the provided template without alterations or attachments.

For each of the three projects, offerors must complete project details including contract or task order number, project title, business size classification, performance role (prime, subcontractor, or joint venture member), and subcontracting plan requirement status. The form requires completion of both "Actual" columns (mandatory for all projects) and "Goal" columns (when applicable), with dollar values and percentages for total project value, self-performed value, and subcontracted value broken down by socioeconomic category: Small Business Concerns overall, Large Business Concerns, Small Disadvantaged Business, Women-Owned Small Business, HUBZone Small Business, Veteran-Owned Small Business, and Service-Disabled Veteran-Owned Small Business. Offerors must provide detailed written explanations for any unmet goals and for projects with zero small business subcontracting, with simple acknowledgment of missed goals deemed insufficient. The form permits expansion of sections as needed to provide sufficient responses but requires adherence to the specified format for evaluation purposes.

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ATTACHMENT C

HISTORICAL SMALL BUSINESS UTILIZATION

N40085-26-R-0002

This form is to be completed by ALL offerors (both large AND small businesses) in order to provide supporting information for the evaluation of Factor 6, Small Business Utilization and Participation. Attachment C documents the offeror’s historical small business utilization and achievements for three (3) projects of their choice. Round all percentages to the nearest tenth of a percent (i.e., include only 1 number after the decimal point).

Information provided in a different format and/or on a form created by the offeror will not be evaluated. Attachments or addendums to Attachment C will not be evaluated. Only complete Attachment C. Offerors are permitted to expand portions of the form, as needed, to provide sufficient response.

INSTRUCTIONS FOR COMPLETING ATTACHMENT C:

· Complete the “PROJECT DETAILS” section for each Project submitted.

· Include contract or task order number; project title; the offeror’s business size; whether the contract was performed as a prime, subcontractor, or JV member; and whether a subcontracting plan was required.

· Complete the “ACTUAL” column (required for all projects regardless of whether goals were established)

· Enter dollar values actually subcontracted for each of the categories listed.

· Provide actual percentages calculated as a percentage of total subcontract value, unless goals were calculated as a percentage of total contract value.

· Complete the “GOAL” column - Enter goals, if applicable.

· If the project was a task order and no goals were established at the task order level, only complete the “ACTUAL” column. Goals for the overarching IDIQ contract should not be included in the “GOAL” column for task orders.

· Goals shall be included for standalone contracts when established.

· Goals can be entered as a percentage of total subcontract value or total contract value based on how the goals were established in the contract award.

· If goals were not established for the project submitted, or if goals were not established for a specific socioeconomic category, check N/A where applicable. The N/A block does not apply to the “ACTUAL” column, as actual subcontracted values are required for ALL projects, regardless of whether goals were established.

· If a goal was unmet for a Project, complete the section below titled “TO BE COMPLETED AS REQUIRED” under item #1.

· Explanation is required for each unmet goal.

· Item #1 is to be completed for each Project with unmet goal(s).

· If a Project has no small business subcontracting achievement (i.e.: $0 subcontracting in (d)), compete the “TO BE COMPLETED AS REQUIRED” under item #2.

· Item #2 is to be addressed for each Project with no small business subcontracting achievement.

· Enter zeroes (0) where applicable.

DEFINITION OF TERMS IN ATTACHMENT C:

· Total Project Dollar Value: the total contract or task order value; this is the actual value of the contract or task order, rather than a “Not To Exceed” dollar value on an IDIQ type contract.

· Total Self-Performed Value: the contract or task order dollar amount performed by the prime contractor, subcontractor or JV.

· Total Subcontract Value: the dollar amount of the contract or task order performed by subcontractors.

PROJECT DETAILS: Project #1

Contract/Project Number/Task Order Number:

Project Title:

Offeror Size: Large Business |_| Small Business |_|

Performed as: Prime Contractor |_| Subcontractor |_| JV Member |_|

Subcontracting Plan Required: |_| Yes |_| No

ACTUAL

GOAL

(if applicable)

(a) Total Project Dollar Value: $
Whole Dollars
Percent of line (a) or (c)
Whole Dollars
Percent of line (a) or (c)
N/A

(b) Total Self-Performed Value: $

(c) Total Subcontracted Value: $

SUBCONTRACTING BREAKDOWN:

(d) Small Business Concerns (Includes overall SB subcontracting and subcontracting values from f-j below)
$
%
$
%
|_|
(e) Large Business Concerns
$
%
$
%
|_|
(f) Small Disadvantaged Business Concerns (SDB)
$
%
$
%
|_|
(g) Women-Owned Small Business Concerns (WOSB)
$
%
$
%
|_|
(h) HUBZone Small Business Concerns
$
%
$
%
|_|
(i) Veteran-Owned Small Business Concerns (VOSB)
$
%
$
%
|_|
(j) Service-Disabled Veteran-Owned Small Business Concerns (SDVOSB)
$
%
$
%
|_|

TO BE COMPLETED AS REQUIRED:

1. Provide a detailed explanation for each unmet goal. Simply acknowledging that a goal was missed is not considered an adequate explanation:

2. Provide a detailed explanation for no small business subcontracting achievement (i.e.: $0 subcontracting in (d)) (if applicable):

PROJECT DETAILS: Project #2

Project Title:

Offeror Size: Large Business |_| Small Business |_|

Performed as: Prime Contractor |_| Subcontractor |_|

(a) Total Project Dollar Value: $
Whole Dollars
Percent of line (a) or (c)
Whole Dollars
Percent of line (a) or (c)
N/A

(b) Total Self-Performed Value: $

(c) Total Subcontracted Value: $

SUBCONTRACTING BREAKDOWN:

(d) Small Business Concerns (Includes overall SB subcontracting and subcontracting values from f-j below)
$
%
$
%
|_|
(e) Large Business Concerns
$
%
$
%
|_|
(f) Small Disadvantaged Business Concerns (SDB)
$
%
$
%
|_|
(g) Women-Owned Small Business Concerns (WOSB)
$
%
$
%
|_|
(h) HUBZone Small Business Concerns
$
%
$
%
|_|
(i) Veteran-Owned Small Business Concerns (VOSB)
$
%
$
%
|_|
(j) Service-Disabled Veteran-Owned Small Business Concerns (SDVOSB)
$
%
$
%
|_|

1. Provide a detailed explanation for each unmet goal. Simply acknowledging that a goal was missed is not considered an adequate explanation:

2. Provide a detailed explanation for no small business subcontracting achievement (i.e.: $0 subcontracting in (d)) (if applicable):

PROJECT DETAILS: Project #3

Project Title:

Offeror Size: Large Business |_| Small Business |_|

Performed as: Prime Contractor |_| Subcontractor |_|

(a) Total Project Dollar Value: $
Whole Dollars
Percent of line (a) or (c)
Whole Dollars
Percent of line (a) or (c)
N/A

(b) Total Self-Performed Value: $

(c) Total Subcontracted Value: $

SUBCONTRACTING BREAKDOWN:

(d) Small Business Concerns (Includes overall SB subcontracting and subcontracting values from f-j below)
$
%
$
%
|_|
(e) Large Business Concerns
$
%
$
%
|_|
(f) Small Disadvantaged Business Concerns (SDB)
$
%
$
%
|_|
(g) Women-Owned Small Business Concerns (WOSB)
$
%
$
%
|_|
(h) HUBZone Small Business Concerns
$
%
$
%
|_|
(i) Veteran-Owned Small Business Concerns (VOSB)
$
%
$
%
|_|
(j) Service-Disabled Veteran-Owned Small Business Concerns (SDVOSB)
$
%
$
%
|_|

1. Provide a detailed explanation for each unmet goal. Simply acknowledging that a goal was missed is not considered an adequate explanation:

2. Provide a detailed explanation for no small business subcontracting achievement (i.e.: $0 subcontracting in (d)) (if applicable):

Attachment E – Historical Small Business Utilization, Page 1 of 6

(Rev 3/2023)

File details come from the government source that posted it. Updated .