SectionMAtch1-SubcontractingPlanChecklist.doc

FA3002-08-R-0002

Section M, Attachment 1

SUBCONTRACTING PLAN CHECKLIST

1. Enter Total Contract Dollar Value

(Include basic period plus all option years)

100%

1a. SMALL BUSINESS (SB) CONCERNS

(Include SDB, WOSB, HBCU/MI, HUBZone, VOSB and Service-Disabled VOSB)

(dollar amount and percentage of 1c)

1b. LARGE BUSINESS CONCERNS

1c. TOTAL SUBCONTRACTING DOLLARS

(sum of 1a and 1b)

100%

2. SMALL DISADVANTAGED (SDB) CONCERNS

(include HBCU/MI) (dollar amount and percentage of 1c)

3. WOMEN-OWNED SMALL BUSINESS (WOSB)

CONCERNS (dollar amount and percentage of 1c)

4. HISTORICALLY BLACK COLLEGES AND

UNIVERSITIES AND UNIVERSITIES (HBCU) AND

MINORITY INSTITUTUIONS (MI)

5. HUBZONE SMALL BUSINESS CONCERNS

6. VETERAN-OWNED SMALL BUSINESS

(include SD VOSB) (dollar amount and percentage of 1c)

7. SERVICE-DISABLED VETERAN-OWNED SMALL

BUSINESS

8. [FAR 19.705-4(c)] Are subcontracting goals set at a level that the parties reasonably expect can result from the offeror expending good faith efforts to use SB, SDB, WOSB, HUBZone, and SD VOSB and VOSB subcontractors to the maximum practicable extent?

9. [FAR 52.219-9(d)(3)] Plan indicates a description of principal supply and service areas to be subcontracted to all types of business (SB, SDBs, WOSB, HUBZone, SD VOSB, VOSB?)

10. [FAR 52.219-9(d)(4)] The method of developing proposed goals is stated?

11. [FAR 19.704(c)] For multi-year or contracts containing options, the plan contains separate statements and goals for the basic contract and for each option period?

12. [FAR 52.219-9(d)(5)] The methods used to identify small, disadvantaged, women-owned, HUBZone, and VOSB(s) are stated? [e.g., existing company source lists, the CCR Dynamic Small Business Search (http://dsbs.sba.gov/dsbs/dsp_dsbs.cfm), etc.]

13a. [FAR 52.219-9(d)(6)] A statement is included as to whether or not the offeror included indirect costs in establishing subcontracting goals?

13b. [FAR 52.219-9(d)(6)] If such costs were included, plan includes a description of the method used to determine the proportionate share of indirect costs to be incurred with SBs, SDBs, WOSBs, HUBZones, SD VOSB and VOSBs?

14. [FAR 52.219-9(d)(7)] Name of an individual employed by the offeror who will administer the offeror’s subcontracting program and a description of administrator’s duties duties is included?

15. [FAR 52.219-9(d)(8)] Description of efforts to assure SB, SDB, WOSB, HUBZone, SD VOSB and VOSB firms have equitable opportunity to compete for subcontracts is included?

16a. [FAR 52.219-9(d)(9)] Plan includes assurances that the offeror will include the “Utilization of Small Business Concerns” clause in all subcontracts that offer further subcontracting opportunities?

16b. [FAR 52.219-9 (d)(9)] Plan includes assurances that the offeror will require all subcontractors (other than SB) who receive subcontracts over $500,000 ($1,000,000 for construction) to adopt a subcontracting plan?

17. [FAR 52.219-9(d)(10)] Plan contains assurances that contractor will cooperate in any studies or surveys as may be required, submit periodic reports to allow the Government to determine extent of compliance with the plan, submit required

Standard Forms 294 (Subcontracting Report) and 295 (Summary Subcontract Report) and ensure subcontractors will submit SFs 294 and 295?

18a. [FAR 52.219-9(d)(11)] Plan contains a description of the types of records that will be maintained to demonstrate compliance and a description of efforts to locate SB, SDB, WOSB, HUBZone, SD VOSB and VOSB contractors and award subcontracts to them?

18b. [FAR 52.219-9(d)(11)] At least the following records are included: SB, SDB, WOSB, HUBZone, SD VOSB and VOSB source lists, organizations contacted, records (contract-by-contract) on subcontract solicitations resulting in an award of more than $100,000, indicating if SB, SDB, WOSB, HUBZone, SD VOSB and VOSB small business concerns were solicited and if not, why not?

18c. [FAR 52.219-9(d)(11)] Records of outreach efforts, including contacts with trade associations, business development organizations, attendance at conferences and trade fairs, etc?

18d. [FAR 52.219-9(d)(11)] Records of internal guidance provided to buyers through workshops and training programs, monitoring of performance to evaluate compliance with program requirements?

18e. [FAR 52.219-9(d)(11)] On a contract-by-contract basis, includes records to support award data, including name, address and size status of each subcontract? Contractors having commercial plans need not comply with this requirement.

19. [DFARS 219.705-4] Does the plan address the extent to which the contractor plans to utilize HBCU/MI(s)?