Attachment L4 - DISA Subcontracting Plan Review Checklist.docx
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- Solicitation number
- HC104720R0013
- Issued by
-
Defense Information Systems Agency
About this file
This document contains a subcontracting plan review checklist and details of a related federal contract opportunity for electromagnetic spectrum services. The subcontracting plan checklist outlines the required elements that must be addressed in a subcontracting plan, including total subcontracting goals and percentages for small, small disadvantaged, women-owned, HUBZone, veteran-owned, and service-disabled veteran-owned small businesses. It also lists reporting, recordkeeping, and other requirements.
The federal contract opportunity is a solicitation from the Defense Information Systems Agency to provide technical support services to the Defense Spectrum Organization, including electromagnetic and E3 engineering analysis, technical advice on spectrum issues, and assistance with equipment approval for host nations. The support services are required to execute DoD spectrum policy and assess new commercial telecommunications installations on federal property.
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DISA SUBCONTRACTING PLAN REVIEW CHECKLIST
Contractor Name and Address
Solicitation Number & Title
Period of Performance
Total Contract Price
Date of Subcontracting Plan
Items/Service (Description)
Individual
Approved Commercial Plan
DoD Test Program Comprehensive Plan
REQUIRED ELEMENTS OF THE SUBCONTRACTING PLAN
1. Total Large and Small Business Subcontracting - Percentages & Dollars (FAR 52.219-9(d)(1) and (2)
Base Period YR 1
| Base Period YR 2 |
| Base Period YR 3 |
| Base Period YR 4 |
| Base Period YR 5 |
| $ |
| % |
| $ |
| % |
| $ |
| % |
| $ |
| % |
| $ |
| % |
2. Small Business Subcontracting - Percentages & Dollars (FAR 52.219-9(d)(1) and (2)
Base Period YR 1
| Base Period YR 2 |
| Base Period YR 3 |
| Base Period YR 4 |
| Base Period YR 5 |
| $ |
| % |
| $ |
| % |
| $ |
| % |
| $ |
| % |
| $ |
| % |
3. Small Disadvantaged Business Subcontracting - Percentages & Dollars (FAR 52.219-9(d)(1) and (2)
Base Period YR 1
| Base Period YR 2 |
| Base Period YR 3 |
| Base Period YR 4 |
| Base Period YR 5 |
| $ |
| % |
| $ |
| % |
| $ |
| % |
| $ |
| % |
| $ |
| % |
4. Women-Owned Small Business Subcontracting - Percentages & Dollars (FAR 52.219-9(d)(1) and (2)
Base Period YR 1
| Base Period YR 2 |
| Base Period YR 3 |
| Base Period YR 4 |
| Base Period YR 5 |
| $ |
| % |
| $ |
| % |
| $ |
| % |
| $ |
| % |
| $ |
| % |
5. HUBZone Small Business Subcontracting - Percentages & Dollars (FAR 52.219-9(d)(1) and (2)
Base Period YR 1
| Base Period YR 2 |
| Base Period YR 3 |
| Base Period YR 4 |
| Base Period YR 5 |
| $ |
| % |
| $ |
| % |
| $ |
| % |
| $ |
| % |
| $ |
| % |
6. Service Disabled Veteran-Owned Small Business Subcontracting - Percentages & Dollars (FAR 52.219-9(d)(1) and (2)
Base Period YR 1
| Base Period YR 2 |
| Base Period YR 3 |
| Base Period YR 4 |
| Base Period YR 5 |
| $ |
| % |
| $ |
| % |
| $ |
| % |
| $ |
| % |
| $ |
| % |
7. Veteran-Owned Small Business Subcontracting - Percentages & Dollars (FAR 52.219-9(d)(1) and (2)
Base Period YR 1
| Base Period YR 2 |
| Base Period YR 3 |
| Base Period YR 4 |
| Base Period YR 5 |
| $ |
| % |
| $ |
| % |
| $ |
| % |
| $ |
| % |
| $ |
| % |
| REQUIRED ELEMENTS OF THE SUBCONTRACTING PLAN - Should provide a statement/assurance to address the following: |
| YES |
| NO |
| Para # & Page # |
3. Description of principal types of supplies and services to be subcontracting and an identification of types of supplies or services planned for subcontracting to small business.
FAR 52.219-9(d)(3)
4. Description of method used to develop the subcontracting goals.
FAR 52.219-9(d)(4)
5. Description of the method used to identify potential sources for solicitation purposes.
FAR 52.219-9(d)(5)
6. A statement as to whether or not the offeror included indirect costs in establishing goals and a description of the method used to determine the proportionate share of indirect costs to be incurred with small businesses.
FAR 52.219-9(d)(6)
7. The name of the individual employed by the offeror who will administer the offeror’s subcontracting program, and a description of the duties of the individual.
FAR 52.219-9(d)(7)
8. A description of the efforts the offeror will make to ensure small businesses have an equitable opportunity to complete for subcontracts.
FAR 52.219-9(d)(8)
9. Clause inclusion and flow down: FAR 52.219-8 will be included in all subcontracts which offer further subcontracting opportunities. Subcontractors, except small businesses, who receive subcontracts over the applicable threshold ($700,000 or $1,500,000 for construction) will adopt a similar subcontracting plan.
FAR 52.219-9(d)(9)
| REPORTING AND COOPERATION – Should provide a statement/assurance to address the following: |
| YES |
| NO |
| Para # & Page # |
10. Cooperate in any studies or surveys as may be required.
FAR 52.219-9(d)(10)(i)
Submit periodic reports so that the Government can determine the extent of compliance by the offeror with the subcontracting plan.
FAR 52.219-9(d)(10)(ii)
Include subcontracting data for each order when reporting subcontracting achievements for indefinite-delivery, indefinite-quantity contracts intended for use by multiple agencies.
FAR 52.219-9(d)(10)(iii)
Submit the Individual Subcontract Report (ISR), and the Summary Subcontract Report (SSR) using the Electronic Subcontracting Reporting System (eSRS) (http://www.esrs.gov ), following the instructions in the eSRS.
FAR 52.219-9(d)(10)(iv)
Ensure that its subcontractors with subcontracting plans agree to submit the ISR and/or the SSR using the eSRS.
FAR 52.219-9(d)(10)(v)
Provide its prime contract number and its unique entity identifier, and the e-mail address of the offeror’s official responsible for acknowledging receipt of or rejecting the ISRs to all first-tier subcontractors with subcontracting plans so they can enter this information into the eSRS when submitting their ISRs FAR 52.219-9(d)(10)(vi)
Require that each subcontractor with a subcontracting plan provide the prime contract number, its own unique entity identifier, and the e-mail address of the subcontractor’s official responsible for acknowledging receipt of or rejecting the ISRs, to its subcontractors with subcontracting plans.
FAR 52.219-9(d)(10)(vii)
| RECORDKEEPING – Should provide a statement/assurance to address the following: |
| YES |
| NO |
| Para # & Page # |
11. Description of records maintained to show compliance with plan requirements and procedures (on a plant-wide or company-wide basis unless otherwise indicated in the solicitation).
FAR 52.219-9(11)
Source lists and vendor data on SB, SDB, WOB, HUBZone, VOSB & SDVOSB concerns.
FAR 52.219-9(11)(i)
Lists of organizations contacted for sources.
FAR 52.219-9(11)(ii)
Records on each subcontract solicitation resulting in an award over $150,000 (explaining whether SB, SDB, WOB, HUBZone, VOSB, or SDVOSB concerns were solicited) and, if applicable, reasons SB concerns failed to receive award.
FAR 52.219-9(11)(iii)
Description of any outreach efforts for SB, SDB, WOB, HUBZone, VOSB & SDVOSB concerns.
FAR 52.219-9(11)(iv)
Description of buyer training and monitoring.
FAR 52.219-9(11)(v)
For other than Commercial Plans, on a contract-by-contract basis, records to support subcontract award data including the name, address and business size of each subcontractor.
FAR 52.219-9(11)(vi)
| REQUIRED ELEMENTS OF THE SUBCONTRACTING PLAN - Should provide a statement/assurance to address the following: |
| YES |
| NO |
| Para # & Page # |
12. Make a good faith effort to acquire articles, equipment, supplies, services, or materials, or obtain the performance of construction work from the small business concerns that the offeror used in preparing the bid or proposal, in the same or greater scope, amount, and quality used in preparing and submitting the bid or proposal.
FAR 52.219-9(12)
13. Provide the contracting officer with a written explanation if the contractor fails to acquire articles, equipment, supplies, services or materials or obtain the performance of construction work as described in FAR 19.704(a)(12).
This written explanation will be submitted to the contracting officer within 30 days of contract completion.
FAR 52.219-9(13)
14. Not prohibit a subcontractor from discussing with the contracting officer any material matter pertaining to payment to or utilization of a subcontractor.
FAR 52.219-9(14)
15. Pay its small business subcontractors on time and in accordance with the terms and conditions of the subcontract, and notify the contracting officer if the offeror pays a reduced or an untimely payment to a small business subcontractor.
FAR 52.219-9(15)
16. Small disadvantaged business goal greater than five percent (5%)?
**Requires approval one level higher than contracting officer if below 5%** DFARS 219.705-4(d)
17. Does the contract contain options?
18. If the contract contains options, are there separate goals?
19. The plan has a signature page which includes the name, title and company name for the person submitting the plan; the name, title and department/agency contracting organization for the person approving the plan; and date signed.
FOR GOVERNMENT USE ONLY
| Rating |
| Description |
| Acceptable |
| Complies with all 15 elements in FAR Clause 52.219-9. The subcontracting plan provides an adequate approach for utilizing small businesses. The proposed goals are realistic, challenging and attainable. The plan demonstrates a strong and solid commitment to the inclusion and utilization of small businesses for subcontracting opportunities. |
| Unacceptable |
| Does not comply with all 15 elements in FAR Clause 52.219-9. The proposed goals are not realistic or challenging. The plan demonstrates no commitment to an active involvement in providing subcontracting opportunities for small businesses. The subcontracting plan requires revisions. |
SIGNATURES/REVIEW
PSD Contracting Officer Upon completion for this evaluation sheet, the PSD Contracting Officer should provide this checklist and the apparent awardee(s) Subcontracting Plan to DISA Ft Meade OSBP Mailbox DITCO Small Business Office.
Reviewed By: ________________________________ Date: ______________ Rating/Recommendation: ____________________ Comments DISA Office of Small Business Programs Reviewed By: _________________________________ Date: _________________ Concur/Non-Concur: ______________________ Comments
SBA (PCR)
Reviewed By: __________________________________Date: ________________ Concur/Non-Concur: _____________________ Comments
Source Selection Information - See FAR 2.101 and 3.104
FOR OFFICIAL USE ONLY
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