1_J12-SubcontractingPlanReviewChecklist.xls
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- Solicitation number
- FA4600-07-R-0005
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Final RFP Section J Attachment 12 Individual Sm Bs Subcontracting Plan Checklist and Review
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Sheet1
| Atch J-12 | |||||||||||||||
| Revised as of 9 Nov 07 | |||||||||||||||
| Individual Small Business Subcontracting Plan Checklist and Review for FA4600-07-R-0005, NAICS Code 541618 | |||||||||||||||
| If the contractor is participating in the Comprehensive Subcontracting Plan Test Program IAW DFAR 219.702, individual plans are NOT required. The cumulative value of the basic contract and options is used to determine whether a subcontracting plan is required. | |||||||||||||||
| Contractor: | Solicitation Number: | ||||||||||||||
| Cage Code: | Requirement: | ||||||||||||||
| PCO: | ACO: | ||||||||||||||
| Office Symbol: | Office Symbol: | ||||||||||||||
| Phone: | Phone: | ||||||||||||||
| The Offeror will complete the checklist and sign it. The PCO will review and sign to acknowledge approval or disapproval. Provide the checklist of the plan to the SBS, then to the SBA. Since the intent of the review is to assist the PCO in negotiating the subcontracting goals, the plans should be submitted before negotiations start. IAW FAR 19.705-5(a)(3), failure of the SBA to respond in a reasonable period of time shall not delay contract award. | |||||||||||||||
| If there is a current Master Subcontracting Plan in effect for this contractor, items 7 through 23 do not apply. (DFARs 219.702) | |||||||||||||||
| Is this a commercial plan? | Yes | No (FAR 19.704(d)) | |||||||||||||
| OFR column, Proposal References, Item 30 and Offeror's signature block to be completed by Offeror and submitted ELECTRONICALLY with Offeror's Small Business Subcontracting Plan | |||||||||||||||
| Annotate * in far right column to refer to Item 31. | |||||||||||||||
| Use Y to denote that an item is OK. Use N to denote that it is not included or not acceptable. Use D to indicate Does Not Apply. | |||||||||||||||
| A Review of the Offeror's Plan Verifies: | OFR | PCO | SBS | SBA | Reference | * | |||||||||
| 1 | Offeror agrees that SBs will have the maximum practicable opportunity to participate in contract performance consistent with the offeror's efficient performance | FAR 19.702 | |||||||||||||
| Proposal Reference | |||||||||||||||
| 2 | Offeror has established procedures to ensure the timely payment of amounts due pursuant to the terms of their subcontracts with SBs | FAR 19.702 | |||||||||||||
| Proposal Reference | |||||||||||||||
| 3 | Subcontracting goals are consistent with the offeror's cost or pricing data or information other than cost or pricing data | FAR 19.705-4(d)(3) | |||||||||||||
| Proposal Reference | |||||||||||||||
| 4 | Offeror's make or buy policy or program does not conflict with the offeror's proposed subcontracting plan | FAR 19.705-4(d)(4) | |||||||||||||
| Proposal Reference | |||||||||||||||
| 5 | Offeror's make or buy policy or program is in the Government's best interest | FAR 19.705-4(d)(4) | |||||||||||||
| Proposal Reference | |||||||||||||||
| 6 | Dollars & Percentages | FAR 52.219-9(d)(2), 19.704(a)(2), 19.705 | |||||||||||||
| Percentage Required | Percentage & Dollars Proposed (Line 35) | ||||||||||||||
| Required SB Subcontracting | 23% | $ - 0 | FAR 52.219-9(d)(2), 19.704(a)(2), 19.705 | ||||||||||||
| Socio-economic goals | Proposed Socio-economic Goals | Proposal Reference - Include HBCUMI Reference: | |||||||||||||
| a | SDB | 5% | $ - 0 | ||||||||||||
| b | WOSB | 5% | $ - 0 | ||||||||||||
| d | SDVOSB | 3% | $ - 0 | ||||||||||||
| e | HUBZone | 3% | $ - 0 | ||||||||||||
| 7 | Plan includes goals listed as a percentage of total subcontract value | FAR 52.219-9(e)(1), 19.704(a)(1), 19.705 | |||||||||||||
| Proposal Reference: | |||||||||||||||
| 8 | Plan includes a description of the principal supplies/services to be subcontracted | FAR 52.219-9(d)(3), 19.704(a)(3), 19.705 | |||||||||||||
| Proposal Reference: | |||||||||||||||
| 9 | Plan includes an identification of the types of services/supplies planned for subcontracting to SBs | FAR 52.219-9(d)(3), 19.704(a)(3), 19.705 | |||||||||||||
| Proposal Reference: | |||||||||||||||
| 10 | Plan includes a description of the method used to develop subcontracting goals | FAR 52.219-9(d)(4), 19.704(a)(4), 19.705 | |||||||||||||
| Proposal Reference: | |||||||||||||||
| 11 | Plan includes a description of the method used to identify potential sources for offeror solicitation purposes | FAR 52.219-9(d)(5), 19.704(a)(5), 19.705 | |||||||||||||
| Proposal Reference: | |||||||||||||||
| 12 | Plan includes a statement as to whether or not the offeror included indirect costs in establishing subcontracting goals | FAR 52.219-9(d)(6), 19.704(a)(6), 19.705 | |||||||||||||
| Proposal Reference: | |||||||||||||||
| 13 | Plan includes a description of the method used to determine the proportionate share of indiect costs to be incurred for small businesses | FAR 52.219-9(d)(6), 19.704(a)(6), 19.705 | |||||||||||||
| Proposal Reference: | |||||||||||||||
| 14 | Plan includes the name of an individual employed by the offeror who will administer the offeror's subcontracting program | FAR 52.219-9(d)(7), 19.704(a)(7), 19.705 | |||||||||||||
| Proposal Reference: | |||||||||||||||
| 15 | Plan includes a description of the duties of the individual employed by the offeror who will administer the offeror's subcontracting plan | FAR 52.219-9(d)(7), 19.704(a)(7), 19.705 | |||||||||||||
| Proposal Reference: | |||||||||||||||
| 16 | Plan includes a description of the efforts offeror will make to ensure that SBs will have equitable opportunity to compete for subcontracts | FAR 52.219-9(d)(8), 19.704(a)(8), 19.705 | |||||||||||||
| Proposal Reference: | |||||||||||||||
| 17 | Plan includes assurances that the offeror will include the clause 52.219-8 in all subcontracts that offer further subcontracting opportunities | FAR 52.219-9(d)(9), 19.704(a)(9), 19.705 | |||||||||||||
| Proposal Reference: | |||||||||||||||
| 18 | Plan includes assurances that the offer will require all subcontractors (except small business concerns) that receive subcontracts in excess of $500,000 ($1,000,000 for construction) to adopt a plan that complies with the requirements of 52.219-9 | FAR 52.219-9(d)(9), 19.704(a)(9), 19.705 | |||||||||||||
| Proposal Reference: | |||||||||||||||
| 19 | Plan includes assurances that the offeror will cooperate in any study or survey as required | FAR 52.219-9(d)(10), 19.704(a)(10), 19.705 | |||||||||||||
| Proposal Reference: | |||||||||||||||
| 20 | Plan includes assurances that the offeror will submit periodic reports so that the Government can determine the extent of compliance by the offeror with the subcontracting plan | FAR 52.219-9(d)(10), 19.704(a)(10), 19.705 | |||||||||||||
| Proposal Reference: | |||||||||||||||
| 21 | Plan includes assurances that the offeror will submit SF 294, Subcontracting Report for Individual Contracts following, instructions on the forms or as provided in agency regulations | FAR 52.219-9(d)(10), 19.704(a)(10), 19.705 | |||||||||||||
| Proposal Reference: | |||||||||||||||
| 22 | Plan includes assurances that the offeror will submit SF 295, Summary Subcontract Report for Individual Contracts, following instructions on the forms or as provided in agency regulations | FAR 52.219-9(d)(10), 19.704(a)(10), 19.705 | |||||||||||||
| Proposal Reference: | |||||||||||||||
| 23 | Plan includes a description of the types of records that will be maintained concerning procedures adopted to comply with the plan, including establishing source lists, and a description of the offeror's efforts to locate and award to SBs | FAR 52.219-9(d)(11), 19.704(a)(11), 19.705 | |||||||||||||
| Proposal Reference: | |||||||||||||||
| 24 | If contractor has a contracting officer approved master plan, it approved by a Contracting Officer within the past three years | FAR 52.219-9(b), 19.704(b), 19.705 | |||||||||||||
| Proposal Reference: | |||||||||||||||
| 25 | Separate statements/goals IAW FAR 19.704(a) (items 6 through 23 herein) are included for each option period | FAR 52.219-9(c), 19.704(c), 19.705 | |||||||||||||
| Proposal Reference: | |||||||||||||||
| 26 | The offeror plans to use competiton restricted to HBCUs or minority institutions | DFAR 252.219-705-4 | |||||||||||||
| Proposal Reference: | |||||||||||||||
| 27 | The SDB goal equals or exceeds 5%. If not, approval two levels above the contracting officer has been obtained | DFAR 252.219-705-4(d) | |||||||||||||
| Proposal Reference: | |||||||||||||||
| 28 | PROPOSAL SPECIFIC | RFP, Sect M, | |||||||||||||
| The subcontracting plan explains how small business involvement will provide meaningful roles of performance. | Proposal Reference: | ||||||||||||||
| 29 | Items 1 through 28 Notes (Govt use only) | ||||||||||||||
| Item: | |||||||||||||||
| Item: | |||||||||||||||
| Item: | |||||||||||||||
| 30 | Calculations for 6 - To be Completed by Offeror | Note: Do not include any costs/calculations from the Development or Enhancement CLINs. | |||||||||||||
| Transition | Base Year | Option Year 1 | Option Year 2 | Option Year 3 | SUBTOTAL | ||||||||||
| TOTAL COST | $ - 0 | ||||||||||||||
| TOTAL SB | $ - 0 | ||||||||||||||
| SB Subsets | |||||||||||||||
| SDB | $ - 0 | ||||||||||||||
| WOSB | $ - 0 | ||||||||||||||
| SDVOSB | $ - 0 | ||||||||||||||
| HUBZone | $ - 0 | ||||||||||||||
| Option Year 4 | TOTALS | ||||||||||||||
| TOTAL COST | $ - 0 | ||||||||||||||
| TOTAL SB | $ - 0 | ||||||||||||||
| SB Subsets | |||||||||||||||
| SDB | $ - 0 | ||||||||||||||
| WOSB | $ - 0 | ||||||||||||||
| SDVOSB | $ - 0 | ||||||||||||||
| HUBZone | $ - 0 | ||||||||||||||
| Item 31 Notes (Govt use only) | |||||||||||||||
| 32 | Past Performance Evaluation (Govt use only) | FAR 19.706(a) | |||||||||||||
| Subcontracting Plan Certification and Approval | |||||||||||||||
| Offeror's POC Name and Title: | |||||||||||||||
| Comments: | |||||||||||||||
| Signature and Date: | |||||||||||||||
| Administrative Review at CO Option: | |||||||||||||||
| Comments: | |||||||||||||||
| Approval: Yes No | Signature and Date: | ||||||||||||||
| Mandatory: PCO / ACO (Circle all that apply) | FAR 19.705-4, DFAS 219.706(a)(i) | ||||||||||||||
| Comments: | |||||||||||||||
| Approval: Yes No | Signature and Date: | ||||||||||||||
| Mandatory: Small Business Specialist | DFARs 219.3706(a)(ii), ACC FAR 5319.705-4 | ||||||||||||||
| Comments: | |||||||||||||||
| Approval: Yes No | Signature and Date: | ||||||||||||||
| SBA Discretion: Small Business Administration | FAR 19.705-5(a)(3) | ||||||||||||||
| Comments: | |||||||||||||||
| Approval: Yes No | Signature and Date: | ||||||||||||||
| Forward fully executed copies IAW FAR and FAR Supplement Requirements |
&CSource Selection Sensitive Information - See FAR 3.104
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