Attch 4_SB SubKtg Plan Cklist.doc

U.S. SECRET SERVICE (USSS)

SMALL, HUBZone SMALL, SMALL DISADVANTAGED, WOMEN-OWNED VETERAN-OWNED SMALL BUSINESS & SERVICE DISABLED VETERAN-OWNED SMALL BUSINESS SUBCONTRACTING PLAN OUTLINE

The following outline meets the minimum requirements of Public Law 95-507 and the Federal Acquisition Regulation (FAR) Subparts 19.7. It is intended to be a guideline. It is not intended to replace any existing corporate plan which is more extensive.

Please note that USSS has subcontracting goals of 45% for Small Business, 5% for Small Disadvantage Business, 5% Women-Owned Small Business, 3% HUBZone, 3% for Service Disabled Veteran-Owned (a subset of veteran owned small businesses) concerns for fiscal year 2012. Offerors are encouraged to propose socio-economic subcontracting goals which exceed the goals in each socio-economic category whenever possible.

This form is to be used as a compliance checklist and must be completed and submitted as an attachment with the Offeror’s proposed subcontracting plan. All items on this form should be completed. If the plan is missing an item in Section II, Required elements of the subcontracting Plan,” it is incomplete and shall not be accepted by the Contracting Officer. The plan is reviewed by the USSS Small Business Specialist (SBS) and Small Business Administration (SBA)- Procurement Center Representative (PCR), and approved by the Contracting Officer (CO) prior to award.

Company Name:

Address:

Expiration Date:

Solicitation Number:

Product or Service:

Place of Performance:

I. TYPE OF SUBCONTRACTING PLAN (check one)

FORMCHECKBOX

FORMCHECKBOX

FORMCHECKBOX

A. PLAN ADMINISTRATOR

1. Administrator’s Name/Title

Telephone #

2. Description of his/her duties relating to the administration of this subcontracting plan.

B. EFFORTS TO ENSURE EQUITABLE OPPORTUNITY

Description of efforts to assure that small businesses have an equitable opportunity to compete for subcontracts.

C. CLAUSE INCLUSION AND FLOW DOWN

1. FAR 52.219-8 will be included in all subcontracts which offer further subcontracting activities.

2. Subcontractors, except small businesses, who receive subcontracts over the applicable threshold ($650,000 or $1,500,000 for construction), will adopt a similar subcontracting plan.

D. REPORTING AND COOPERATION

1. Agreement to submit reports into eSRS (ISR & SSR); and

2. Agreement to cooperate in studies, surveys, etc. conducted by the Contracting Officer, SBA and others.

1. Description of records maintained to show compliance with plan requirements and procedures.

2. Source lists and vendor data on SB, SDB, WOB, HUBZone, VOSB & SDVOSB concerns.

3. Lists of organizations contacted for sources.

4. For each contract, bidder's lists on subcontract solicitations over $150,000 (explain absence of SB, SDB, WOB, HUBZone, VOSB, or SDVOSB concerns) and reasons if responding SB concerns failed to receive award.

5. Efforts made to develop SB, SDB, WOB, HUBZone, VOSB & SDVOSB sources.

6. Description of buyer training and monitoring.

7. For other than Commercial Plans, on each subcontract, name, address, size and business type of awardee.

F. DESCRIPTION OF GOOD FAITH EFFORTS TO ACHIEVE THE PLAN

G. GOALS

FAR 19.704(a) (1) requires separate dollar and percentage goals for using small business concerns, HUBZone small business concerns, small disadvantaged business concerns, women-owned small business and veteran-owned small business concerns as subcontractors for the base year and each option year. (Note: % calculated against the total subcontracting dollars in item # 1).

1. Total Subcontracting

2. Small Business Subcontracting (subset of item 1)

3. Small Disadvantage Business Subcontracting (subset of item 2)

4. Woman-Owned small Business Subcontracting (subset of item 2)

5. HUBZone small Business Subcontracting (subset of item 2)

6. Veteran-Owned Small Business Subcontracting (subset of item 2)

7. Service Disabled Veteran-Owned Small Business Subcontracting (subset of item 2)

H. DESCRIPTIONS AND EXPLANATIONS

1. Description of subcontracted items and services (Attach additional sheets if necessary.)

2. Description of method of developing goals

Explain the methods used to develop the subcontracting goals for small, HUBZone small business, small disadvantaged, women-owned small business, and veteran-owned small business concerns. Explain how the product and service areas to be subcontracted were established, how the areas to be subcontracted to small, HUBZone small business, small disadvantage, women-owned small, and veteran-owned small businesses were determined, and how the capabilities of small, HUBZone small, small disadvantage, women-owned small, and veteran-owned small businesses were determined. Identify all source lists used in the determination process.

4. If yes, description of method allocating these costs to the plan.

5. Description of method of identifying sources to solicit.

6. Description of procedures for timely payments to subcontractors.

PAGE

HSSS01-12-R-0007

Attachment 4