Small_Busines_Participation_and_Commitment_Strategy_Template.pdf

SMALL BUSINESS PARTICIPATION AND COMMITMENT STRATEGY

(OFFEROR’S NAME)

(ADDRESS)

Solicitation or Contract Number

(Title of the Project)

(Location)

(Date Prepared)

INSERT INTRODUCTION/EXECUTIVE SUMMARY (Up to 2 pages maximum)

SMALL BUSINESS PARTICIPATION AND COMMITMENT STRATEGY – (Base and Option Years)

1. Estimated value of all planned subcontracting $________________

____% of contract

2. Estimated value of all work to be self-performed

____% of contract

3. Total value of the proposal (sum of 1. and 2. above)

100% of contract

4. Subcontracts for products and services to be awarded under this project.

a. Self-Performed Work:

TYPE OF SERVICE/PRODUCT $ VALUE OF WORK

TOTAL: $________________

PERCENTAGE OF CONTRACT VALUE (line 3)

If the offeror is a small business, the Government will add self-performed work to the appropriate category(ies) in c. (1) through c. (6) below to calculate overall small business participation rates.

b. Other Than Small (OTS) Business Subcontracts**

NAME OF COMPANY* TYPE OF SERVICE/PRODUCT $ VALUE OF

SUBCONTRACT

PERCENTAGE OF CONTRACT VALUE (line 3)

c. Small Business (SB) Subcontracts

PERCENTAGE OF CONTRACT VALUE (line 3) ______________%

(1) SMALL DISADVANTAGED BUSINESSES: (SDB)

(2) WOMEN-OWNED SMALL BUSINESSES: (WOSB)

TOTAL: $_______________

(3) HISTORICALLY UNDERUTILIZED BUSINESS ZONE (HUBZone) CONCERN:

NAME OF COMPANY* TYPE OF SERVICES $ VALUE OF SUBCONTRACT

(4) VETERAN OWNED SMALL BUSINESS: (VOSB)

(5) SERVICE-DISABLED VETERAN OWNED SMALL BUSINESS: (SDVOSB)

(6) ABILITYONE PROGRAM ORGANIZATIONS

NAME OF ORG* TYPE OF SERVICES $ VALUE OF SUBCONTRACT

* For each company/organization listed, describe the nature of commitment to subcontract and whether or not it is legally binding. If unknown/to be determined, so indicate.

** Include any subcontracts to Historically Black Colleges and

Universities/Minority Institutions (HBCU/MI) in the OTS Business listing.

NOTES:

1. The dollar sum of lines 4.b and 4.c (excluding (1)-(6)) must equal line 1.

2. Lines 4.c. (1) through 4.c. (6) identify various subcategories of small businesses. Subcontracts to companies that qualify in multiple categories must be reported under each category. For example: A $100,000 subcontract to ABC, a woman-owned, small disadvantaged business that is also a certified HUBZone concern, will be reported as $100,000 on line 4.c., SB, line 4.c. (1), SDB, line 4.c. (2), WOSB and line 4.c.(3), HUBZone concern.

3. Subcontracts to qualified nonprofit agencies participating in the AbilityOne Program are considered small business subcontracts for the purposes of this strategy and any associated small business subcontracting plan.

INSERT SUPPLEMENTAL NARRATIVES (limited to five pages) TO ADDRESS JOINT VENTURE

PARTICULARS AND OTHER STRATEGY ELEMENTS SUCH AS THE NATURE OF

COMMITMENTS/AGREEMENTS COVERING POST AWARD ROLES, SPECIFIC INITIATIVES AND

TOOLS TO ENHANCE SMALL BUSINESS PARTICIPATION AND CAPABILITIES AND HOW SMALL

BUSINESS PARTICIPATION RATES WERE DETERMINED.

CONTRACT LEVEL PERFORMANCE SUMMARY

This document summarizes participation (total contract performance, including self-performance and subcontracted efforts) by type of business entity in terms of both dollar value and percentage of total contract value.

Base Option 1 Option 2 TOTAL

I. DOLLARS

Total contract value $ $ $ $

OTS Business* $ $ $ $

SB* $ $ $ $

SDB $ $ $ $

WOSB $ $ $ $

HUBZone SB $ $ $ $

VOSB $ $ $ $

SDVOSB

ABILITYONE $ $ $ $

II. PERCENT

AGES (OF

TOTAL

CONTRAC

T VALUE)

OTS Business* % % % %

SB* % % % %

OTS Business +

SB

100 % 100 % 100 % 100 %

SDB % % % %

WOSB % % % %

HUBZone SB % % % %

Include additional option years if applicable

* The sums of the “OTS Business” and “SB” dollars lines (excluding subcategories) must equal the associated dollar values on the “Total dollar value of this contract” line. The sum of “OTS Business” and “SB” percentage lines (again, excluding subcategories) must equal 100% and represent all work to be performed under the contract.

VOSB % % % %

SDVOSB % % % %

ABILITYONE % % % %