Subcontracting Plan.pdf

CMc Services B.H. Whipple Federal Building MEP Replacement Project

GS-05P-09-GBC-0027

August 3, 2009

SMALL BUSINESS, VETERAN OWNED SMALL BUSINESS, SERVICE-DISABLED VETERAN

OWNED SMALL BUSINESS, HUBZONE, SMALL

BUSINESS, SMALL DISADVANTAGED BUSINESS,

AND SMALL WOMAN-OWNED BUSINESS CONCERNS

SUBCONTRACTING PLAN

Date: __________________

Solicitation/Contract Number: GS05P09GBC0027

Contractor Name and Address: __________________________________________________________

Contract Service/Project Description: Construction Manager as Constructor (CMc) Services

Bishop Henry Whipple Federal Building Ft. Snelling, Minnesota

Estimated Dollar Value: $_____________________ Pertains to the requirements expressed in FAR 52.219-9. The total estimated value of all planned subcontracting (to all types of business concerns, including large businesses) under the base contract is: $___________________

GOALS

CATEGORY VALUE PERCENTAGE

Total of subcontracting (from above): %

Total planned for Small Business (SB), including Small Disadvantaged Business (SDB), Small Women-Owned Business (WOB), HUBZone Small Business, Veteran- Owned Business, and Service-Disabled Veteran- Owned Small Business:*

Total planned for Small Disadvantaged Business:* $ %

Total Planned for Small Women-Owned Business:* $ %

Total Planned for HUBZone Small Business* $ %

Total Planned for Veteran-Owned Small Business* $ %

Total Planned for Service-Disabled Veteran-Owned Small Business*

*Please note that 0% goals for SB, SDB, WOB, HZ, Veteran-Owned Small Business, & Service-Disabled Veteran- Owned Small Business concerns are not acceptable.

1. The following supplies and/or services will be subcontracted under this contract, and the distribution among (a) large,

(b) small, (c) small disadvantaged business, (d) small woman-owned business and (e) HUBZone small business is as follows:

(a) Supplies/services to be subcontracted to large businesses:

(b) Supplies/services to be subcontracted to small business (SB):

(c) Supplies/services to be subcontracted to small disadvantaged business (SDB):

(d) Supplies/services to be subcontracted to women-owned business (WOB):

(e) Supplies/services to be subcontracted HUBZone business (HZ):

(f) Supplies/services to be subcontracted to veteran-owned small business:

(g) Supplies/services to be contracted to service-disabled veteran-owned small business:

2. The following method was used in developing subcontracting goals in paragraph 1 above: Explain (1) how the product and service areas to be subcontracted were established; (2) how the areas to be subcontracted to SB, to SDB, WOB, HZ, Veteran-owned Small Business and Service-disabled Veteran-owned Small Business concerns were determined; and (3) how the capabilities to be subcontracted to SB, SDB, WOB, HZ, Veteran-owned Small Business, and Service Disabled Veteran-owned Small Business concerns were determined.

1.______________________________________________________________________________________ 2.______________________________________________________________________________________ 3.______________________________________________________________________________________

3. The following methods were used to identify potential sources for solicitation purposes:

(a) Existing Company source lists.

(b) The Pronet of the Small Business Administration.

(c) The National Minority Purchasing Council Vendor Information Service.

(d) Minority Business Development Centers (funded by the Minority Business Development Agency, Department of Commerce.

(e) Trade associations affiliated with SDB’s.

(f) Additions to (or deletions from) the above: (If deleting any potential sources set forth above, please provide explanation as an attachment to this plan.)

4. In establishing subcontracting goals indirect and overhead costs [ ] have or [ ] have not [check one] been included in the goals set forth above.

If “have been” is checked, explain the method used in determining the proportionate share of indirect costs to be incurred with SB, SDB, WOB, HZ, Veteran-owned Small Business and Service-disabled Veteran-owned Small Business concerns.

5. The following individual will administer the subcontracting program:

Name: _______________________________________________________________________

Title: ________________________________

Phone: ________________________________

Address: ______________________________________________________________________

This individual’s specific duties, as they relate to the firm’s subcontracting program, are as follows:

General overall responsibility for review, monitoring and execution of this plan including but not limited to:

(a) Developing and maintaining bidders' lists of SB, SDB, WOB, HZ, Veteran-owned and Service-disabled

Veteran-owned concerns from all possible sources.

(b) Ensuring that procurement packages are structured to permit SB, SDB, WOB, HZ, Veteran-owned and

Service-disabled Veteran-owned concerns to participate to the maximum extent possible.

(c) Assuring inclusion SB, SDB, WOB, HZ, Veteran-owned and Service-disabled Veteran-owned concerns in all solicitations for products or services which they are capable of providing.

(d) Reviewing solicitations to remove statements, clause, etc., which may tend to restrict or prohibit SB, SDB, WOB, HZ, Veteran-owned and Service-disabled Veteran-owned concerns from participating.

(e) Ensuring periodic rotation of potential subcontractors by bidders lists.

(f) Ensuring that the bid proposal review board documents its reasons for not selecting low bids submitted by SB, SDB, WOB, HZ, Veteran-owned and Service-disabled Veteran-owned concerns.

(g) Ensuring the establishment and maintenance of records of solicitations and subcontract award activity.

(h) Attending or arranging for attendance of company counselors at Business Opportunity Workshops, Minority Business Enterprise Seminars, Trade Fairs, etc.

(i) Conducting or arranging for the presentation of motivational training for purchasing personnel pursuant to the intent of Public Law 95-507.

(j) Monitoring attainment of proposed goals.

(k) Preparing and submitting periodic subcontracting reports as required (i.e. SF-294 and SF-295).

(l) Coordinating contractor’s activities during the conduct of compliance reviews by Federal agencies.

(m) Coordinating the conduct of contractor’s activities involving its SB, SDB, WOB, HZ, Veteran- owned and

Service-disabled Veteran-owned concerns subcontracting program.

(n) Additions to (or deletions from) the duties specified above: (If deleting any duties set forth above, please provide explanation as an attachment to this plan.)

6. The following efforts will be taken to assure that SB, SDB, WOB, HZ, Veteran-owned and Service-disabled Veteran-owned concerns will have an equitable opportunity to compete for subcontracts:

(a) Outreach efforts will be made as follows:

(1) Contacts with minority and small business trade associations.

(2) Contacts with business development organizations.

(3) Attendance at small and minority business procurement conferences and trade fairs.

(b) The following internal efforts will be made to guide and encourage buyers:

(1) Workshops, seminars and training programs will be conducted.

(2) Activities will be monitored to evaluate compliance with this subcontracting plan.

(c) SB, SDB, WOB, HZ, Veteran-owned and Service-disabled Veteran-owned source lists, guides and other data identifying SB, SDB, WOB, HZ, Veteran-owned and Service-disabled Veteran-owned concerns will be maintained and utilized by buyers in soliciting subcontracts.

(d) Additions to (or deletions from) the above listed efforts are as follows: (If deleting any efforts set forth above, please provide an explanation as an attachment to this plan.)

7. The Offeror (contractor) agrees that the clause entitled “Utilization of Small Business Concerns and Small

Disadvantaged Business Concerns” will be included in all subcontracts which offer further subcontracting opportunities, and all subcontractors (except SB concerns) who receive subcontracts in excess of $500,000, ($1 million for construction) to adopt and comply with a subcontracting plan similar to this one. Such plans will be reviewed by comparing them with the provisions of Public Law 95-507, and assuring that all minimum requirements of an acceptable subcontracting plan have been satisfied.

The acceptability of percentage goals shall be determined on a case-by-case basis depending on the supplies/services involved, the availability of potential SB, SDB, WOB, HZ, Veteran-owned and Service-disabled Veteran-owned subcontractors, and prior experience. Once approved and implemented, plans will be monitored through the submission of periodic reports, and/or, as time and availability of funds permit, periodic visits to subcontractor’s facilities to review applicable records and subcontracting program progress.

8. The Offeror (contractor) agrees to (1) cooperate in any studies or surveys as may be required, (2) submit periodic reports in order to allow the Government to determine the extent of compliance by the Offeror with the subcontracting plan, (3) submit Standard Form (SF) 294, Subcontracting Report for Individual Contracts, and/or SF 295, Summary subcontract Report, in accordance with the instruction on the forms, and (4) ensure that its subcontractors agree to submit SF’s 294 and 295.

9. The Offeror (contractor) agrees to maintain at least the following types of records to document compliance with this subcontracting plan (these records may be maintained on a plant-wide or company-wide basis unless otherwise indicated):

(a) Source lists, guides, and other data that identify SB, SDB, WOB, HZ, Veteran-owned and Service-disabled

Veteran-owned concerns.

(b) Organizations contacted in an attempt to locate sources that are SB, SDB, WOB, HZ, Veteran-owned and

Service-disabled Veteran-owned concerns.

(c) Records on each subcontract solicitation resulting in an award of more than $100,000, indicating (1) whether

SB concerns were solicited and if not, why not; (2) whether SDB concerns were solicited and if not, why not;

(3) whether WOB concerns were solicited and if not, why not; (4) whether HZ concerns were solicited and if not, why not; (5) whether Veteran-owned concerns were solicited and if not, why not; (6) whether Service-disabled Veteran-owned concerns were solicited and if not, why not and (7) if applicable, the reasons award was not made to a SB concern.

(d) Records of any outreach efforts to contact (1) trade associations, (2) business development organizations, and

(3) SB, SDB, WOB, HZ, Veteran-owned and Service-disabled Veteran-owned sources.

(e) Records of internal guidance and encouragement provided to buyers through (1) workshops, seminars, training, etc., and (2) monitoring performance to evaluate compliance with the program’s requirements.

(h) On a contract-by-contract basis, records to support award data submitted by the Offeror to the Government, including the name, address, and business size of each subcontractor.

(i) Records to be maintained in addition to the above are as follows:

Subcontracting Plan Submitted by:

(Must be signed by an officer of the firm)

Signature Date

Type Name & Position

Approved by:

Contracting Officer Date