Attachment E - Historical SB Utilization.docx

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DESIGN-BID-BUILD P171 WEAPONS MAGAZINES AT NAVAL WEAPONS STATION YORKTOWN
Solicitation number
N4008526R0020
Issued by

About this file

Attachment E is a Historical Small Business Utilization form that must be completed by all offerors—both large and small businesses—to provide supporting documentation for the evaluation of Factor 5 (Small Business Utilization and Participation) in response to Solicitation N40085-26-R-0020 for Design-Bid-Build P171 Weapons Magazines at Naval Weapons Station Yorktown, Virginia.

The form requires offerors to document small business subcontracting achievements and goals for up to five projects submitted under Factor 1 (Corporate Experience). For each project, offerors must provide: total project dollar value, total self-performed value, total subcontracted value, and a detailed breakdown of subcontracting by category including Small Business Concerns (SB), Large Business Concerns, Small Disadvantaged Business (SDB), Women-Owned Small Business (WOSB), HUBZone Small Business, Veteran-Owned Small Business (VOSB), and Service-Disabled Veteran-Owned Small Business (SDVOSB). All percentages must be rounded to the nearest tenth of a percent and calculated as a percentage of either total subcontract value or total contract value based on how goals were established. Offerors must provide written explanations for any unmet small business goals and for projects with zero small business subcontracting achievement; simply acknowledging missed goals is insufficient. The form must be completed exactly as provided without attachments, addendums, or alternative formats, though offerors may expand sections as needed for adequate response.

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ATTACHMENT E

HISTORICAL SMALL BUSINESS UTILIZATION N40085-26-R-0020

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 5, Small Business Utilization and Participation. Attachment E business utilization and achievements for each project submitted under Factor 1, Corporate Experience. 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 E will not be evaluated. Only complete Attachment E. Offerors are permitted to expand portions of the form, as needed, to provide sufficient response.

INSTRUCTIONS FOR COMPLETING ATTACHMENT E:

a prime, subcontractor, or JV member; and whether a subcontracting plan was required.

· 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.

- Enter goals, if applicable.

· 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 values are required for ALL projects, regardless of whether goals were established. #1.

· Explanation is required for each unmet goal.

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

· 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 E:

Total Project Dollar Value: the total contract or task order value; this is the actual value of the contract or task order, 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.

Design-Bid-Build (DBB) P171 Weapons Magazines Naval Weapons Station Yorktown, Yorktown, Virginia N40085-26-R-0020

PROJECT DETAILS: Project #1

Contract/Project Number/Task Order Number:Project Title:
Offeror Size: Large BusinessSmall Business Performed as: Prime Contractor

Subcontractor JV Member

Subcontracting Plan Required:YesNo
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 an explanation for each unmet goal. Simply acknowledging that a goal was missed is not considered an adequate explanation:

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

PROJECT DETAILS: Project #2

Contract/Project Number/Task Order Number:Project Title:
Offeror Size: Large BusinessSmall Business Performed as: Prime Contractor

Subcontractor JV Member

Subcontracting Plan Required:YesNo
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)

(b) Total Self-Performed Value: $

(c) Total Subcontracted Value: $

SUBCONTRACTING BREAKDOWN:

(d) Small Business Concerns (Includes overall SB subcontracting

$
%
$
%
(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 an explanation for each unmet goal. Simply acknowledging that a goal was missed is not considered an adequate explanation:

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

PROJECT DETAILS: Project #3

Contract/Project Number/Task Order Number:Project Title:
Offeror Size: Large BusinessSmall Business Performed as: Prime Contractor

Subcontractor JV Member

Subcontracting Plan Required:YesNo
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)

(b) Total Self-Performed Value: $

(c) Total Subcontracted Value: $

SUBCONTRACTING BREAKDOWN:

(d) Small Business Concerns (Includes overall SB subcontracting

$
%
$
%
(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

$
%
$
%

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

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

PROJECT DETAILS: Project #4

Contract/Project Number/Task Order Number:Project Title:
Offeror Size: Large BusinessSmall Business Performed as: Prime Contractor

Subcontractor JV Member

Subcontracting Plan Required:YesNo
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)

(b) Total Self-Performed Value: $

(c) Total Subcontracted Value: $

SUBCONTRACTING BREAKDOWN:

(d) Small Business Concerns (Includes overall SB subcontracting

$
%
$
%
(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

$
%
$
%

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

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

PROJECT DETAILS: Project #5

Contract/Project Number/Task Order Number:Project Title:
Offeror Size: Large BusinessSmall Business Performed as: Prime Contractor

Subcontractor JV Member

Subcontracting Plan Required:YesNo
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)

(b) Total Self-Performed Value: $

(c) Total Subcontracted Value: $

SUBCONTRACTING BREAKDOWN:

(d) Small Business Concerns (Includes overall SB subcontracting

$
%
$
%
(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

$
%
$
%

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

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

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