L-7 Small Business Subcontracting Plan Instructions_DraftReleaseV1.pdf

Attachment L.7 Small Business Plan Instructions

a) Small Business Subcontracting Plan (applicable to other than small businesses)

1) This solicitation contains FAR clause 52.219-9, “Small Business Subcontracting Plan with

Alternate II”. The Plan described and required by the clause, including the associated subcontracting percentage goals and subcontracting dollars, shall be submitted with your proposal.

2)

TECHNICAL TRACK A TECHNICAL

TRACK A

Type Goal Goal Type Goal

Small Businesses (SB) 16.5% Contractor

Proposed Goal SB %

Small Disadvantaged

Business Concerns

(SDB)

.5% Contractor Proposed Goal SDB %

Historically Black Colleges and Universities

(HBCU)/Minority Institutions (MI)

0% Contractor Proposed Goal HBCU/MI %

Women Owned Small Business

Concerns (WOSB) 1.3% Contractor Proposed Goal WOSB %

HUBZone Small Business Concerns

(HBZ) .7% Contractor Proposed Goal HUBZone %

Veteran Owned Small Business

Concerns (VOSB) .3% Contractor

Proposed Goal VOSB -%

Service-Disabled Veteran-Owned Small Business

Concerns

(SDVOSB)

.3% Contractor Proposed Goal SDVOSB -%

3) The numbers above reflect the Contracting Officer’s assessment of the appropriate subcontracting goals to be achieved at the completion of contract performance. If it is anticipated that the proposed small business goals will not be met by the submission of the first

Individual Subcontracting Report (ISR) for this effort as required by 52.219-9 Alternate II Small Business Subcontracting Plan, the Offeror should discuss its approach to include a timeline for meeting these goals and the rationale for it.

4) Offerors are encouraged to propose goals that are equivalent to or greater than those recommended by the Contracting Officer. However, Offerors must perform an independent assessment of the small business subcontracting opportunities. Offerors must perform an independent assessment of the small business subcontracting opportunities. Offerors shall propose goals for small business subcontracting and each small business subcategory as appropriate. Offerors shall discuss the rationale for any goal proposed. In addition, if no goal is proposed for either small business subcontracting or a small business subcategory, the offeror shall provide a rationale and describe what ongoing efforts will be made during performance to increase participation in that category.

5) The following is an example of Subcontracting Goals, expressed in both contract value and subcontract value, for a contract proposed at $100M with estimated subcontracts of $50M:

Column A Column B Column C

Business Category

Goal as Percent of Contract

Value

Dollar Value to be subcontracted per Category

Goal as Percent of

Subcontracting Value

Small Business Concerns 25 percent $25,000,000 50 percent Large Business Concerns n/a $25,000,000 50 percent Total Dollars to be Subcontracted n/a $50,000,000 100 percent

The following small business subcategories do not necessarily add up to the percentage and dollar amount in the “Small Business Concerns” category above, since some small businesses do not fall into any of the subcategories below, while others will fall into more than one subcategory below.

Subcategories of Small Business Concerns Women Owned Small Business Concerns 9 percent $9,000,000 18 percent

Small Disadvantaged Business Concerns 5.5 percent $5,500,000 11 percent Veteran Owned Small Business Concerns 2.5 percent $2,500,000 5 percent

Service-Disabled Veteran-Owned Small Business Concerns 1.5 percent $1,500,000 3 percent

HUBZone Small Business Concerns 1.5 percent $1,500,000 3 percent Historically Black Colleges and Universities 1.5 percent $1,500,000 3 percent

It is recommended that Offerors first complete Column B by entering the dollar amount the Offeror proposes to subcontract to each business category and subcategory.

To complete Column A, divide the dollar amount in Column B by the total offered price of the proposal (that is, total contract value). In the example above, Column A for Veteran Owned Business Concerns = $2,500,000 divided by $100,000,000, or 2.5%.

To complete column C, divide the corresponding amount in Column B by the amount in the “Total Dollars to be Subcontracted” cell in Column B. In the example above, Column C for Women-Owned Small Businesses = $9,000,000 divided by $50,000,000, or 18%.

Note: the “Total Dollars to be Subcontracted” amount in Column C will always be that category divided by itself (100% if any dollars are subcontracted).

b) Small businesses are not required to submit Small Business Subcontracting Plans;

however, small business prime Offerors shall provide a description of the amount of work proposed to be performed by the small business prime Offeror, as well as work proposed to be performed by small business concerns at the first-tier subcontract level. Small business prime Offerors shall provide this information to the extent subcontracting opportunities exist in their approach to performing the contract requirements.

c) Commitment to the Small Business Program (Applicable to all offerors)