Section_J _Attachment_24_-_SB_Subcontracting_Plan_Review_Checklist.xls
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- Solicitation number
- FA4600-12-R-0013
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Section J Attachment 24 Small Business Subcontracting Plan Review Checklist
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| Individual Small Business Subcontracting Plan Checklist and Review For Systems Engineering, Management and Sustainment (SEMS III) | |||||||||||
| 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: | FA4600-12-R-0013 | |||||||||
| Cage Code: | Requirement: | SEMS III | |||||||||
| PCO: 55th Contracting Sq | ACO: See PCO | ||||||||||
| Office Symbol: 55CONS/LGCZ | Office Symbol: | See PCO | |||||||||
| Phone: 402-294-4494 | Phone: | See | PCO | ||||||||
| 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. | |||||||||||
| Do you currently have a Master Subcontracting Plan in effect? | Yes | No (DFARS 219.702) | |||||||||
| Is this a commercial plan? | Yes | No (FAR 19.704(d)) | |||||||||
| Offeror please complete items in green: OFR column, Proposal References, and Offeror's signature block. Submit ELECTRONICALLY with Offeror's Small Business (SB) Subcontracting Plan. | |||||||||||
| 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 | |||||||||
| SB Subcontracting Plan 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 | |||||||||
| SB Subcontracting Plan 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) | |||||||||
| SB Subcontracting Plan 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) | |||||||||
| SB Subcontracting Plan Reference | |||||||||||
| 5 | Offeror's make or buy policy or program is in the Government's best interest | FAR 19.705-4(d)(4) | |||||||||
| SB Subcontracting Plan Reference | |||||||||||
| ***Percentages should be based on total annual contract dollar value | |||||||||||
| 6 A | Dollars & Percentages - Option Period 1 (Base just transition) | ||||||||||
| Percentage Required | Percentage & Dollars Proposed | ||||||||||
| Required SB Subcontracting | 30% | FAR 52.219-9(d)(2), 19.704(a)(2), 19.705 | |||||||||
| Socio-economic goals | Proposed Socio-economic Goals | SB Subcontracting Plan Reference | |||||||||
| a | SDB | ||||||||||
| b | WOSB | ||||||||||
| c | VOSB | ||||||||||
| d | SDVOSB | ||||||||||
| e | HUBZone | ||||||||||
| f | HBCU/MI | ||||||||||
| 6 B | Dollars & Percentages - Option Period 2 | ||||||||||
| Percentage Required | Percentage & Dollars Proposed | ||||||||||
| Required SB Subcontracting | 30% | FAR 52.219-9(d)(2), 19.704(a)(2), 19.705 | |||||||||
| Socio-economic goals | Proposed Socio-economic Goals | SB Subcontracting Plan Reference | |||||||||
| a | SDB | ||||||||||
| b | WOSB | ||||||||||
| c | VOSB | ||||||||||
| d | SDVOSB | ||||||||||
| e | HUBZone | ||||||||||
| f | HBCU/MI | ||||||||||
| 6 C | Dollars & Percentages - Option Period 3 | ||||||||||
| Percentage Required | Percentage & Dollars Proposed | ||||||||||
| Required SB Subcontracting | 30% | FAR 52.219-9(d)(2), 19.704(a)(2), 19.705 | |||||||||
| Socio-economic goals | Proposed Socio-economic Goals | SB Subcontracting Plan Reference | |||||||||
| a | SDB | ||||||||||
| b | WOSB | ||||||||||
| c | VOSB | ||||||||||
| d | SDVOSB | ||||||||||
| e | HUBZone | ||||||||||
| f | HBCU/MI | ||||||||||
| 6 D | Dollars & Percentages - Option Period 4 | ||||||||||
| Percentage Required | Percentage & Dollars Proposed | ||||||||||
| Required SB Subcontracting | 30% | FAR 52.219-9(d)(2), 19.704(a)(2), 19.705 | |||||||||
| Socio-economic goals | Proposed Socio-economic Goals | SB Subcontracting Plan Reference | |||||||||
| a | SDB | ||||||||||
| b | WOSB | ||||||||||
| c | VOSB | ||||||||||
| d | SDVOSB | ||||||||||
| e | HUBZone | ||||||||||
| f | HBCU/MI | ||||||||||
| 6 E | Dollars & Percentages - Option Period 5 (10-mth) | ||||||||||
| Percentage Required | Percentage & Dollars Proposed | ||||||||||
| Required SB Subcontracting | 30% | FAR 52.219-9(d)(2), 19.704(a)(2), 19.705 | |||||||||
| Socio-economic goals | Proposed Socio-economic Goals | SB Subcontracting Plan Reference | |||||||||
| a | SDB | ||||||||||
| b | WOSB | ||||||||||
| c | VOSB | ||||||||||
| d | SDVOSB | ||||||||||
| e | HUBZone | ||||||||||
| f | HBCU/MI | ||||||||||
| 6 F | Dollars & Percentages - Option Period 6 (6-month Ext.) | ||||||||||
| Percentage Required | Percentage & Dollars Proposed | ||||||||||
| Required SB Subcontracting | 30% | FAR 52.219-9(d)(2), 19.704(a)(2), 19.705 | |||||||||
| Socio-economic goals | Proposed Socio-economic Goals | SB Subcontracting Plan Reference | |||||||||
| a | SDB | ||||||||||
| b | WOSB | ||||||||||
| c | VOSB | ||||||||||
| d | SDVOSB | ||||||||||
| e | HUBZone | ||||||||||
| f | HBCU/MI | ||||||||||
| 7 | Plan includes separate percentage goals for using the different small business categories | FAR 52.219-9(d)(1)), 19.704(a)(1), 19.705 | |||||||||
| SB Subcontracting Plan Reference: | |||||||||||
| 8 | Plan includes a statement of the total dollars planned to be subcontracted and a statement of the total dollars planned to be subcontracted to the small business categories | FAR 52.219-9(d)(2)), 19.704(a)(2), 19.705 | |||||||||
| SB Subcontracting Plan Reference: | |||||||||||
| 9 | Plan includes a description of the principal supplies/services to be subcontracted | FAR 52.219-9(d)(3)), 19.704(a)(3), 19.705 | |||||||||
| SB Subcontracting Plan Reference: | |||||||||||
| 10 | 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 | |||||||||
| SB Subcontracting Plan Reference: | |||||||||||
| 11 | Plan includes a description of the method used to develop subcontracting goals | FAR 52.219-9(d)(4), 19.704(a)(4), 19.705 | |||||||||
| SB Subcontracting Plan Reference: | |||||||||||
| 12 | 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 | |||||||||
| SB Subcontracting Plan Reference: | |||||||||||
| 13 | 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 | |||||||||
| SB Subcontracting Plan Reference: | |||||||||||
| 14 | Plan includes a description of the method used to determine the proportionate share of indirect costs to be incurred for small businesses | FAR 52.219-9(d)(6), 19.704(a)(6), 19.705 | |||||||||
| SB Subcontracting Plan Reference: | |||||||||||
| 15 | 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 | |||||||||
| SB Subcontracting Plan Reference: | |||||||||||
| 16 | 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 | |||||||||
| SB Subcontracting Plan Reference: | |||||||||||
| 17 | Plan includes a description of the efforts the offeror will make to ensure that different SB categories will have equitable opportunity to compete for subcontracts | FAR 52.219-9(d)(8), 19.704(a)(8), 19.705 | |||||||||
| SB Subcontracting Plan Reference: | |||||||||||
| 18 | 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 | |||||||||
| SB Subcontracting Plan Reference: | |||||||||||
| 19 | Plan includes assurances that the offer will require all subcontractors (except small business concerns) that receive subcontracts in excess of $650,000 ($1.5M 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 | |||||||||
| SB Subcontracting Plan Reference: | |||||||||||
| 20 | Plan includes assurances that the offeror will cooperate in any studies or surveys as may be required | FAR 52.219-9(d)(10), 19.704(a)(10), 19.705 | |||||||||
| SB Subcontracting Plan Reference: | |||||||||||
| 21 | 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 | |||||||||
| SB Subcontracting Plan Reference: | |||||||||||
| 22 | Plan includes assurances that the offeror will submit the Individual Subcontract Report (ISR), and the Summary Subcontract Report (SSR) using the Electronic Subcontracting Reporting System (eSRS) (http://www.wsrs.gov), following the instructions in the eSRS | FAR 52.219-9(d)(10), 19.704(a)(10), 19.705 | |||||||||
| SB Subcontracting Plan Reference: | |||||||||||
| 23 | Plan includes assurances that the offeror will ensure that its subcontractors with subcontracting plans agree to submit the ISR and/or the SSR using the eSRS | FAR 52.219-9(d)(10), 19.704(a)(10), 19.705 | |||||||||
| SB Subcontracting Plan Reference: | |||||||||||
| 24 | Plan includes assurances that the offeror will provide its prime contract number and its DUNS number, and the e-mail address of the offeror's official responsible for acknowledging receipt of or rejecting the ISRs to all first-tier subcontractors with subcontracting plans so they can enter this information into the eSRS when submitting their ISRs | FAR 52.219-9(d)(10), 19.704(a)(10), 19.705 | |||||||||
| SB Subcontracting Plan Reference: | |||||||||||
| 25 | Plan includes assurances that the offeror will require that each subcontractor with a subcontracting plan provide the prime contract number, its own DUNS number, and the e-mail address of the subcontractor's official responsible for acknowledging receipt of or rejecting the ISRs, to its subcontractors with subcontracting plans | FAR 52.219-9(d)(10), 19.704(a)(10), 19.705 | |||||||||
| SB Subcontracting Plan Reference: | |||||||||||
| 26 | Plan includes a description of the types of records that will be maintained concerning procedures adopted to comply with the requirements and goals in the plan, including establishing source lists, and a description of the offeror's efforts to locate and award subcontracts to SBs | FAR 52.219-9(d)(11), 19.704(a)(11), 19.705 | |||||||||
| SB Subcontracting Plan Reference: | |||||||||||
| 27 | If contractor has a contracting officer approved master plan, was it approved by a Contracting Officer within the past three years | FAR 52.219-9(f), 19.704(b), 19.705 | |||||||||
| SB Subcontracting Plan Reference: | |||||||||||
| 28 | The plan shall contain all the elements required by FAR 19.704(a) and shall contain separate statements and goals for the basic contract and for each option | FAR 52.219-9(c), 19.704(c), 19.705 | |||||||||
| SB Subcontracting Plan Reference: | |||||||||||
| 29 | Plan includes Small Business subcontracting goals expressed in terms of percent of contract value in addition to percent of subcontracted amount | AFFARS 5319.704 | |||||||||
| SB Subcontracting Plan Reference: | |||||||||||
| 30 | Items 1 through 29 Notes (Govt use only) | ||||||||||
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| 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 219.706(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) | ||||||||||
| Approval: Yes No | Signature and Date: |
&CSource Selection Sensitive Information - See FAR 3.104&R Section J, Attachment 24 Page &P
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