Attachment_VIII_Subcontracting_Plans.pdf

Attachment IX

SUBCONTRACTING PLAN for solicitation number DTFH_13__ - _R_ - _00017

1. NOTES:

• Where the bidder/offeror has an existing approved master subcontracting plan, those goals may be reflected in the proposed plan for the instant solicitation. Please note as such.

• Where subcontracting opportunities will not exist for the instant solicitation, the bidder/offeror shall furnish a statement to that effect, signed by an official authorized to make that statement.

• The following information shall be provided in the bidder/offeror subcontracting plan expressed in terms of goal percentages of the total planned subcontracting dollars.

(Bidder/offeror may adapt this information to its own format, provided the information remains clear and consistent.)

• Text lines may be added to this format as needed.

SUBCONTRACTING PLAN for solicitation number DTFH___ - __ - _____________ or, if applicable, Task Order number __________________________

a. Total prime contract amount: $

RATIO GOALS

PERCENT b. Total planned subcontract awards: $

c. Total planned subcontract awards to Large Business and non-profit concerns $ (c/b) %

d. Total planned subcontract awards to Small Business concerns (SB) (not elsewhere counted in e. f. g. h. or i.

below) $ (d/b) %

e. Total planned subcontract awards to Veteran-Owned Small Business concerns (VOSB): $ (e/b) %

f. Total planned subcontract awards to Service-Disabled Veteran-Owned Small Business concerns (SDVOSB):

NOTE: Title 15 U.S.C.§644 establishes a minimum goal of 3% for SDVOSB. Please provide rationale below if establishing a lower goal.) $ (f/b) %

g. Total planned subcontract awards to Small Business concerns located in Historically Underutilized Business zones (HUBz) $ (g/b) %

h. Total planned subcontract awards to Small Disadvantaged Business concerns (SDB) (includes ANCs and Indian Tribes)

(NOTE: Title 15 U.S.C.§644 establishes a minimum goal of 5% for SDB. Please provide rationale below if establishing a lower goal.) $ (h/b) %

e. Offeror/bidder rationale if establishing a goal lower than 3% for SDVOSB:

g. Offeror/bidder rationale if establishing a goal lower than 5% for SDB:

h. Offeror/bidder rationale if establishing a goal lower than 5% for WOSB:

2. The following principal types of supplies and/or services are planned to be subcontracted under this contract. (Indicate if planned to subcontract to a non-small business concern, SB, VOSB, SDVOSB, HUBz, SDB, or WOSB.

Type of Supply/Service to be subcontracted

Company

Address

Subcontractor type: e.g., Non-

SB, SB, VOSB,

SDVOSB,

HUBz, SDB, WOSB (enter one or more as applicable)

i. Total planned subcontract awards to Women-Owned Small Business concerns (WOSB)

(NOTE: Title 15 U.S.C.§644 establishes a minimum goal of 5% for WOSB. Please provide rationale below if establishing a lower goal.) $ (i/b) %

j. Combined total planned subcontract awards to all small business concerns:

(NOTE: If a subcontractor qualifies in more than one sub-category of SB above, show that amount in each applicable sub-category, but include that amount only once in this line.) $ (d+e+f+g+h+i) %

3. The following method was used to develop the subcontract percentage goals:

4. The following method was used to identify potential subcontract sources for solicitation purposes. (What source lists were used, such as CCR, Veterans service organizations, the National Minority Purchasing Council Vendor Information Service, the Research and Information Division of the Minority Business Development Agency in the Department of Commerce, or small, HUBZone, small disadvantaged, and women-owned small business trade associations, and what organizations were contacted to identify potential SB, VOSB, SDVOSB, HUBz, SDB, and WOSB subcontractors.):

5. Indirect costs (were) (were not) included in establishing the subcontracting goals specified in the table above.

6. If indirect costs were included, the following method was used to determine the proportionate share of indirect costs to be incurred with SB, SDVOSB, HUBz, SDB, and WOSB subcontractors:

7. The following individual will administer the subcontracting program:

Name:_______________________________________________ Title:________________________________________________ Address: ____________________________________________________________________ Telephone & e-mail:____________________________________________________________

This individual's specific duties, as they relate to the subcontracting program, are as follows:

8. The following efforts will be taken to ensure that SB, VOSB, SDVOSB, HUBz, SDB, and

WOSB subcontractors will have an equitable opportunity to compete for subcontracts:

It is agreed that FAR Clause 52.219-8, Utilization of Small Business Concerns, will be included in all subcontracts, which offer further subcontracting opportunities. It is further agreed that all subcontractors (except small business concerns) at all tiers below the prime contractor who receive subcontracts in excess of $650,000 ($1,500,000 for construction of any public facility with further subcontracting possibilities) will be required to adopt and comply with a subcontracting plan in accordance with FAR Clause 52.219-9.

9. The Contractor agrees to:

a. Cooperate in any studies or surveys as may be required.

b. Submit periodic reports as may be required so that the Government can determine the extent of compliance by the Contractor with the subcontracting plan.

c. Submit Subcontracting Report for Individual Contracts and Summary Subcontract Report, to the following Electronic Subcontract Reporting System (ESRS) web site:

http://esrs.gov/

d. Ensure that its large business subcontractors with subcontracting plans agree to submit

ESRS documents online as required.

10. The following types of records concerning procedures that have been adopted to comply with the requirements and goals in the plan should be maintained through completion of the contract:

a. Source lists, guides, and other data that identify SB, VOSB, SDVOSB, HUBz, SDB, and

WOSB concerns.

b. Organizations contacted in an attempt to locate sources that are SB, VOSB, SDVOSB, HUBz, SDB, and WOSB concerns.

c. Records on each subcontract solicitation over $150,000 indicating:

i. whether Small businesses were solicited, and if not, why not;

ii. whether VOSB were solicited, and if not, why not:

iii. whether SDVOSB were solicited, and if not, why not:

iv. whether HUBz's were solicited, and if not, why not;

v. whether SDB's were solicited, and if not, why not;

vi. whether WOSB's were solicited, and if not, why not; and if applicable,

vii. the reason award was not made to a small business concern.

d. Any outreach efforts to contact:

i. trade associations,

ii. business development organizations,

iii. conferences, and trade fairs to locate SB, VOSB, SDVOSB, HUBz, SDB, and WOSB sources

iv. veterans service organizations

e. Records of internal guidance and encouragement provided to buyers through:

i. Workshops, seminars, training programs, etc.

ii. Monitoring performance to evaluate compliance with the program’s requirements.

http://esrs.gov/

f. On a contract-by contract basis, data submitted by the Contractor to the Government to support awarded subcontracts, including the name, address and business size of each subcontractor.

Signed Title

Printed Name Email Address

Company Name and Address

Date

It is agreed that FAR Clause 52.219-8, Utilization of Small Business Concerns, will be included in all subcontracts, which offer further subcontracting opportunities. It is further agreed that all subcontractors (except small business concerns) at al...