Socioeconomic_Participation_Plan.doc

Attachment 004

Small Business Participation Plan All Offerors (both large and small businesses and universities) are required to complete a Small Business Participation Plan to be evaluated under Small Business Participation Evaluation Factor. The offeror shall articulate how the offeror intends to meet the small business objectives described in the Small Business Evaluation Factor.

(1) Indicate the applicable size and categories for the PRIME offeror -- Mark all applicable boxes:

{ } Large Prime or

{ } Small Business Prime; also categorized as a { } Small Disadvantaged Business

{ } Woman-Owned Small Business

{ } HUB Zone Small Business

{ } Veteran Owned Small Business

{ } Service Disabled Veteran Owned Small Business

{ } Historically Black College/University or Minority Institution

(2) Submit the total combined percentage of work to be performed by both large and small businesses (include the percentage of work to be performed both by Prime and Subcontractors):

Percentage of Total Contract Dollars

Total Percentage planned for Large Business(es) _______%

Total Percentage planned for Small Business(es) _______%

Total: 100%

(3) Indicate the total percentage of participation to be performed by each type of small business. The percentage of work performed by Small Businesses that qualify in multiple small business categories may be counted in each category:

Example: Victory Prop Mgt (WOSB and SDVOSB) performing 2%; and Gentleman Concierge (SDB, HubZ and WOSB) performing 3%. Results equate to: SDB 3%; HubZone 3%; WOSB 5%; SDVOSB 2%; VOSB 2%; 0% HBCU/MI). SDVOSBs are also VOSBs automatically; however VOSBs are not automatically SDVOSBs.

Small Disadvantaged Small Business (SDB)

HUB Zone Small Business (HubZ)

Woman Owned Small Business (WOSB)

Service Disabled Veteran Owned SB (SDVOSB)

Veteran Owned Small Business (VOSB)

Historically Black College/Minority Institution (HBCU/MI) _________%

(4) List principal supplies/services to be performed by Small Businesses:

Example: If a Small Business qualifies also as a WOSB and a SDVOSB, and you can add them to each category below in which they qualify.

Name of Company

Identify Type of Service/Supply

Small: ____________________

Small Disadvantaged:

Women-Owned Small:

HUB Zone Small:

Veteran Owned Small:

Service Disabled Veteran Owned Small:

Historically Black College/University or Minority Institutions:

(5) Describe the extent of commitment to use small businesses (for example, what types of commitments if any are in place for this specific acquisition either -- written, verbal, enforceable, non-enforceable, joint venturing, mentor-protégé, etc.)

(6) Large Business Sub Contracting Past Performance: Describe the extent to which you attained applicable goals for contracts that required you to submit a Subcontracting Plan. You may include copies of up to three ISRs (Subcontracting Report for Individual Contracts) or SSRs (Summary Subcontract Report) to validate your past performance. You may also submit an explanation of your efforts, where you failed to meet goals.

Additional Important Note for Large Businesses only.

Small Business Sub-Contracting Plans (FAR 52.219-9) Separate from the Small Business Participation Plan, large business offerors must also submit a Subcontracting Plan (Individual Contract Plan) as required by FAR 52.219-9. Large businesses will not be eligible for award if they fail to submit an acceptable Subcontracting Plan. Subcontracting Plans shall reflect and be consistent with the commitments offered in the Small Business Participation Plan. In accordance with HUDAR 215.304 (c)(3)(i) The extent of participation of small businesses in performance of the contract, whether as a joint venture, teaming arrangement, or subcontractor, shall be addressed in the source selection for contracts to be awarded using the tradeoff source selection process (see FAR 15.101-1) that require the use of the clause at FAR 52.219-9, Small Business Subcontracting Plan.

When combined, Large and Small Business totals must equal 100%.

When combined, Large and Small Business totals must equal 100%.