B08 - ATTACHMENT D - SMALL BUSINESS PARTICIPATION PLAN TEMPLATE.PDF

SMALL BUSINESS PARTICIPATION PLAN TEMPLATE

Offeror:

All Offerors, both Small and Other Than Small Businesses, are required to submit a Small Business

Participation Plan in accordance with DFARS 215.304 that shall include the following:

Socioeconomic Business Category Abbreviations OTSB Other Than Small Business (includes large businesses, non-profits, state/local govt, universities) HUBZone Historically Underutilized Business Zone Small Business

SB Small Business VOSB Veteran‐Owned Small Business

SDB Small Disadvantaged Business SDVOSB Service‐Disabled Veteran‐Owned Small Business

WOSB Women‐Owned Small Business

1. Prime offeror type of business (Select all applicable business categories):

2. Offeror's proposed total contract value (TCV) including options: $ _____________________

3. Total dollar value of offeror's participation as a prime contractor: $ _____________________

4. Dollar value and percentage of TCV of subcontracts planned:

Business Category

Dollar Value per Socioeconomic Category (This includes both prime and subcontracted dollars)

Offeror's Proposed Participation Goals (%) - Dollar Value of Socioeconomic Category divided by Total Contract Value (round to the tenth decimal place)

OTSB

SB

SDB

WOSB

HUBZone

VOSB

SDVOSB

* Note: Dollars OTSB + Dollars SB = TCV

OTSB SB SDB WOSB HUBZone VOSB SDVOSB

% OTSB + % SB = 100%

Percentage of all other categories need not equal 100%

W81XWH-20-R-0029

ATTACHMENT D

6. List all subcontractor information as seen in the following chart. Note that the dollars listed in the table below must correspond to the total dollars listed on item #4.

7. Extent of Commitment: Provide documentation regarding commitments to utilize any small business category, as defined in FAR 19, as subcontractors (i.e. signed teaming agreements).

Enforceable commitments are rated higher than nonenforceable commitments.

*Note: An enforceable commitment is a bilateral, signed Teaming Agreement between the offeror and subcontractor which includes verbiage that enforces a subcontract if the Government awards the contract to the prime offeror. An enforceable commitment should include a statement of work, the duration of the agreement, and a clear statement that states that the offeror "shall" subcontract with the teammate.

Subcontractor

Cage

Code

Socioeconomic Business Status. Some businesses fall into multiple categories.

List ALL that apply. (See Socioeconomic Business Category Abbreviations on page 1)

Full Address

Estimated Dollars to be Subcontracted

Principal Supplies and

Services to be Subcontracted and NAICS

Extent of

Commitment

(enforcable or non‐enforcable?)

5. For each of the proposed goals (listed on item #4) that do not meet the requirements in the solicitation, offeror shall provide sufficient justification for not meeting goals. Supporting documentation (i.e. market research results) should be included.

8. Prior Performance Information: Provide three years of information substantiating the offeror’s track record of utilizing Small Businesses on past contracts, including copies of Cumulative Contractor Fiscal Year Summary Subcontracting Reports (SSR), if applicable. In addition, SSRs for individual contracts of a similar scope may also be provided. Any information concerning long‐term relationships with Small Business subcontractors, such as mentor‐protégé relationships (signed letter), should be provided. If there is no Prior Performance information available, offeror shall indicate each year that is not available.

If Prior Performance is unavailable or shows any downward trend, provide explanation of the lack of Prior Perfromance or downward trend and address how the offeror will meet its proposed goals in spite of no Prior Performance or downward trends. An offeror that is a SB, may use its own participation on past contracts as Prior Performance information.

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