About this file

This document is an exhibit template for offerors to provide historical small business utilization data on relevant past projects for evaluation under a multiple award construction contract solicitation from the Naval Facilities Engineering Command. The template requires offerors to provide details on up to five past projects performed as a prime contractor, subcontractor, or joint venture member, including contract numbers, values, small business subcontracting goals and achievements. For each socioeconomic category, offerors must provide the total dollars and percentages subcontracted to small businesses. For any unmet subcontracting goals or cases with no small business subcontracting, offerors must provide explanations. The solicitation is for indefinite delivery indefinite quantity construction contracts for new construction, repair, and renovation of airfield paving and heavy duty paving projects at various government installations within the Naval Facilities Engineering Command.

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Exhibit “E”

HISTORICAL SMALL BUSINESS UTILIZATION

N62473-23-R-0408

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. Exhibit E documents the offeror’s historical small business utilization and achievements for each project submitted under Factor 1, 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 Exhibit E will not be evaluated. Only complete Exhibit E. Offerors are permitted to expand portions of the form, as needed, to provide sufficient response.

INSTRUCTIONS FOR COMPLETING EXHIBIT E:

· Complete the “PROJECT DETAILS” section for each Project submitted under Factor 1, Experience.

· Include contract or task order number; project title; the offeror’s business size; whether the contract was performed as a prime, subcontractor, or JV member; and whether a subcontracting plan was required.

· Complete the “ACTUAL” column (required for all projects regardless of whether goals were established)

· 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.

· Complete the “GOAL” column - Enter goals, if applicable.

· If the project was a task order and no goals were established at the task order level, only complete the “ACTUAL” column. Goals for the overarching IDIQ contract should not be included in the “GOAL” column for task orders.

· 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 category, check N/A where applicable. The N/A block does not apply to the “ACTUAL” column, as actual subcontracted values are required for ALL projects, regardless of whether goals were established.

· If a goal was unmet for a Project, complete the section below titled “TO BE COMPLETED AS REQUIRED” under item #1.

· Explanation is required for each unmet goal.

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

· If a Project has no small business subcontracting achievement (i.e.: $0 subcontracting in (d)), compete the “TO BE COMPLETED AS REQUIRED” under item #2.

· Item #2 is to be addressed for each Project with no small business subcontracting achievement.

· Enter zeroes (0) where applicable.

DEFINITION OF TERMS IN EXHIBIT E:

· Total Project Dollar Value: the total contract or task order value; this is the actual value of the contract or task order, rather than a “Not To Exceed” dollar value on an IDIQ type contract.

· 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.

PROJECT DETAILS: Project #1

Contract/Project Number/Task Order Number: Project Title:

Offeror Size: Large Business Small Business Performed as: Prime Contractor Subcontractor JV Member

Subcontracting Plan Required: Yes No

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

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

PROJECT DETAILS: Project #2

Offeror Size: Large Business Small Business Performed as: Prime Contractor

Subcontracting Plan Required: Yes No

(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 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

$
%
$
%

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

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

PROJECT DETAILS: Project #3

Offeror Size: Large Business Small Business Performed as: Prime Contractor

Subcontracting Plan Required: Yes No

(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 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

$
%
$
%

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

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

PROJECT DETAILS: Project #4

Offeror Size: Large Business Small Business Performed as: Prime Contractor

Subcontracting Plan Required: Yes No

(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 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)
$
%
$
%

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

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

PROJECT DETAILS: Project #5

Offeror Size: Large Business Small Business Performed as: Prime Contractor

Subcontracting Plan Required: Yes No

(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 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)
$
%
$
%

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

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

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