P-130_Ammendment_4.pdf

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P130: Mechanical and Electrical Improvements Federal contract opportunity
Solicitation number
N40080-14-R-0151
Issued by
Department of the Navy Naval Facilities Engineering Command

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Ammendment 04

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01_35_26_05_20_Revised.pdf PDF
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01_14_00_05_20_revised.pdf PDF
01_45_00_05_20_revised.pdf PDF
N40080-14-R-0151_P-130_AMENDMENT_07.pdf PDF
N40080-14-R-0151_Amendment_06.doc DOC document
N40080-14-R-0151_AMMEND_05.pdf PDF
P-130_sign_in_sheet.pdf PDF
Phase_2_RFP.pdf PDF
Phase_2_Technical.pdf PDF
P130_Amendment_0003.pdf PDF
P130_Amendment_0002_1-30-14.pdf PDF
P130_Amendment_0001.pdf PDF
N40080-14-R-0151_P130_Solicitation.pdf PDF
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ACQR3381829

AMENDMENT OF SOLICITATION/MODIFICATION OF CONTRACT

Except as provided herein, all terms and conditions of the document referenced in Item 9A or 10A, as heretofore changed, remains unchanged and in full force and effect.

15A. NAME AND TITLE OF SIGNER (Type or print)

30-105-04EXCEPTION TO SF 30

APPROVED BY OIRM 11-84

STANDARD FORM 30 (Rev. 10-83)

Prescribed by GSA

FAR (48 CFR) 53.243

P130: MECHANICAL AND ELECTRICAL IMPROVEMENTS, NAVAL SUPPORT ACTIVITY (NSA) BETHESDA, MD

1. CONTRACT ID CODE PAGE OF PAGES

J 1 42

16A. NAME AND TITLE OF CONTRACTING OFFICER (Type or print)

16C. DATE SIGNED

BY 07-Oct-2014

16B. UNITED STATES OF AMERICA15C. DATE SIGNED15B. CONTRACTOR/OFFEROR

(Signature of Contracting Officer)(Signature of person authorized to sign)

8. NAME AND ADDRESS OF CONTRACTOR (No., Street, County, State and Zip Code) X N40080-14-R-0151

X 9B. DATED (SEE ITEM 11)

10-Jan-2014

10B. DATED (SEE ITEM 13)

9A. AMENDMENT OF SOLICITATION NO.

11. THIS ITEM ONLY APPLIES TO AMENDMENTS OF SOLICITATIONS

X The above numbered solicitation is amended as set forth in Item 14. The hour and date specified for receipt of Offer is extended, X is not extended.

Offer must acknowledge receipt of this amendment prior to the hour and date specified in the solicitation or as amended by one of the following methods:

(a) By completing Items 8 and 15, and returning copies of the amendment; (b) By acknowledging receipt of this amendment on each copy of the offer submitted;

or (c) By separate letter or telegram which includes a reference to the solicitation and amendment numbers. FAILURE OF YOUR ACKNOWLEDGMENT TO BE

RECEIVED AT THE PLACE DESIGNATED FOR THE RECEIPT OF OFFERS PRIOR TO THE HOUR AND DATE SPECIFIED MAY RESULT IN

REJECTION OF YOUR OFFER. If by virtue of this amendment you desire to change an offer already submitted, such change may be made by telegram or letter, provided each telegram or letter makes reference to the solicitation and this amendment, and is received prior to the opening hour and date specified.

12. ACCOUNTING AND APPROPRIATION DATA (If required)

13. THIS ITEM APPLIES ONLY TO MODIFICATIONS OF CONTRACTS/ORDERS.

IT MODIFIES THE CONTRACT/ORDER NO. AS DESCRIBED IN ITEM 14.

A. THIS CHANGE ORDER IS ISSUED PURSUANT TO: (Specify authority) THE CHANGES SET FORTH IN ITEM 14 ARE MADE IN THE

CONTRACT ORDER NO. IN ITEM 10A.

B. THE ABOVE NUMBERED CONTRACT/ORDER IS MODIFIED TO REFLECT THE ADMINISTRATIVE CHANGES (such as changes in paying office, appropriation date, etc.) SET FORTH IN ITEM 14, PURSUANT TO THE AUTHORITY OF FAR 43.103(B).

C. THIS SUPPLEMENTAL AGREEMENT IS ENTERED INTO PURSUANT TO AUTHORITY OF:

D. OTHER (Specify type of modification and authority)

E. IMPORTANT: Contractor is not, is required to sign this document and return copies to the issuing office.

14. DESCRIPTION OF AMENDMENT/MODIFICATION (Organized by UCF section headings, including solicitation/contract subject matter where feasible.)

10A. MOD. OF CONTRACT/ORDER NO.

2. AMENDMENT/MODIFICATION NO. 5. PROJECT NO.(If applicable)

6. ISSUED BY

3. EFFECTIVE DATE

03-Oct-2014

CODE

NAVAL FACILITIES ENG COMMAND WASHINGTON

1314 HARWOOD ST SE, BLDG 212

WASHINGTON NAVY YARD DC 20374

N40080 7. ADMINISTERED BY (If other than item 6)

4. REQUISITION/PURCHASE REQ. NO.

CODE

See Item 6

FACILITY CODECODE

EMAIL:TEL:

N40080-14-R-0151

SECTION SF 30 BLOCK 14 CONTINUATION PAGE

SUMMARY OF CHANGES

SECTION SF 30 - BLOCK 14 CONTINUATION PAGE

The following have been added by full text:

AMENDMENT 0004

The purpose of this amendment is to provide the following:

1) Provide instructions to offerors

2) Provide Phase II Evaluation Criteria

3) Provide Wage Determination

4) Provide Price Schedule

5) Provide RFP technical package

6) Proposal is due by 17 Novemeber 2014 at 1:00PM Eastern

Instructions to Offerors

1) Phase II is issued only to offerers who have been notified of being selected to participate in Phase

II. Submittals from firms not selected for Phase II will not be accepted.

2) Your Acquisition points of contact are Karl Schuler, Contracting Specialist, at karl.schuler@navy.mil and Alyson Harbage, Contracting Officer, alyson.harbage@navy.mil

3) The purpose of this project is to construct utility and infrastructure to support the new Medical

Center Addition / Alteration (MCAA, P114) at NSA Bethesda. The work includes utilities relocation and upgrade. Utilities and services for relocation include but not limited to: steam, condensate return, chilled water, potable water, sanitary sewer, storm sewer, natural gas, electric, telephone, security, fire alarm, and pneumatic tube systems. Provide flexibility to meet all electric generator critical power requirements for the capacity of the new facility, MCAA. Additional work may include replacement of deteriorated condensate return and water lines, and construction of backup water supply storage in support of the new Medical Center Addition/Alteration if project funding can support. Supporting facilities include utilities, site improvements, parking, signage and environmental protection measures.

This project will provide ATFP features and comply with ATFP regulations and physical security mitigation in accordance with Department of Defense (DoD) Minimum Anti-Terrorism Standards for Buildings. Facilities will comply with the Energy Policy Act of 2005. Low Impact

Development (LID) will be included in the design and construction of this project as appropriate

4) The Design Build Budget is $39,300,000.00 for item 0001.

5) Offer guarantees are required to be provided for Phase II

6) Proposals for Phase II are due by 17 Novemeber 2014 at 1:00PM Eastern. Please provide an original and five (5) copies of your technical proposal, and an original and two (2) copies of your price proposal, bound in THREE RING BINDERS, to:

NAVFAC WASHINGTON

ATTN: KARL SCHULER

1314 HARWOOD STREET, SE

BLDG 212

WASHINGTON NAVY YARD, DC 20374

INSTRUCTIONS FOR HAND DELIVERY OF PROPOSALS:

The current security condition at the Washington Navy Yard requires escorts for entry to the base by individuals not possessing a U.S. Government DoD Common Access Card (CAC) identification card. Individuals without a DoDCAC will not be permitted to enter the Navy Yard.

NAVFAC Washington will NOT be able to provide escorts for Navy Yard entry of hand mailto:karl.schuler@navy.mil mailto:alyson.harbage@navy.mil delivered proposals. NAVFAC Washington will NOT receive hand delivered proposals at the

Base Pass Office or any location other than that identified for receipt in the solicitation.

The Government considers use of a courier service, such as FedEx or UPS, as hand delivery of proposals and the responsibility for timely delivery resides with the offeror.

Offerors are notified that the entry point for proposals submitted through the U.S. Postal Service is at Joint Base Annacostia-Bolling and NOT at the Washington Navy Yard. Contractors proposals must be received by NAVFAC Washington at the Navy Yard by the due date outlines in the solicitation and delivery time from the Joint Base Annacostia-Bolling to the Navy Yard cannot be predicted nor guaranteed. Offerors should take this into consideration when determining delivery method.

** All proposals must be received prior to the due date and time. Any proposals submitted after the time set for receipt will be stamped with the date and hour of receipt and held unopened until after award. The file shall be documented in accordance with FAR 14.304-4. **

7) The Pre-Proposal Conference/Site Visit is scheduled for 15 October 2014 @ 10:00 AM. NSA

Bethesda, Building and Room Number TBD

The following information for any attendees should be submitted in an alphabetized list via email no later than C.O.B. Thursday 9 October, 2014.

Last Name

First Name

Company Name

Destination: PWD Bethesda

Emails should be sent to Michael Lynch michael.c.lynch1@navy.mil and Karl Schuler karl.schuler@navy.mil

8) Requests for Information (RFI) during the proposal preparation period shall be submitted by email to karl.schuler@navy.mil. RFIs must be submitted in a WORD Document and submitted by the prime contractor only. Subcontractors with questions must submit them through the prime contractor.

The cut-off date for submission of RFIs is one week after the site visit which will be established via amendment.

9) Provide name, phone number, and email address for the point of contact on this project.

Evaluation Factors for Phase-Two

Evaluation Factors for Phase-Two

Price:

(a) Solicitation Submittal Requirements:

a. Standard Form (SF)1442 (Solicitation Offer and Award) and acknowledgement of amendment(s)

b. Representation/Certifications-Section 00600 of RFP

c. Price Proposal Sheet

d. Bid Guarantee

(b) Basis of Evaluation:

The Government will evaluate price based on the total price. Total price consists of the basic requirements. Analysis will be performed by one or more of the following techniques to ensure a fair and reasonable price:

(i) Comparison of proposed prices received in response to the RFP.

(ii) Comparison of proposed prices with the IGCE.

(iii) Comparison of proposed prices with available historical information.

(iv) Comparison of market survey results.

Factor 4 – Safety

(a) Submittal Requirements:

The Offeror shall submit the following information: (For a partnership or joint venture, the following submittal requirements are required for each Contractor who is part of the partnership or joint venture;

however, only one safety narrative is required. EMR and DART Rates shall not be submitted for subcontractors.)

(1) Experience Modification Rate (EMR):

For the three (3) [2010, 2011, and 2012] previous complete calendar years, submit your EMR (which compares your company’s annual losses in insurance claims against its policy premiums over a three (3) year period). If you have no EMR, affirmatively state so and explain why. Any extenuating circumstances that affected the EMR and upward or downward trends should be addressed as part of this element. Lower EMRs will be given greater weight in the evaluation.

(2) OSHA Days Away from Work, Restricted Duty, or Job Transfer (DART) Rate:

For the three (3) [2010, 2011, and 2012] previous complete calendar years, submit your OSHA Days

Away from Work, Restricted Duty, or Job Transfer (DART) Rate, as defined by the U.S. Department of

Labor, Occupational Safety and Health Administration. If you cannot submit an OSHA DART Rate, affirmatively state so, and explain why. Any extenuating circumstances that affected the OSHA DART

Rate data and upward or downward trends should be addressed as part of this element. Lower OSHA

DART Rates will be given greater weight in the evaluation.

(3) Technical Approach for Safety:

Describe the plan that the Offeror will implement to evaluate safety performance of potential subcontractors, as a part of the selection process for all levels of subcontractors. Also, describe any innovative methods that the Offeror will employ to ensure and monitor safe work practices at all subcontractor levels. The Safety narrative shall be limited to two pages.

The Government is seeking to determine that the Offeror has consistently demonstrated a commitment to safety and that the Offeror plans to properly manage and implement safety procedures for itself and its subcontractors. The Government will evaluate the Offeror’s overall safety record, the Offeror’s plan to select and monitor subcontractors, any and innovative safety methods that the Offeror plans to implement for this procurement. The Government’s sources of information for evaluating safety may include, but are not limited to, OSHA, NAVFAC’s Facility Accident and Incident Reporting (FAIR) database, and other related databases. While the Government may elect to consider data from other sources, the burden of providing detailed, current, accurate and complete safety information regarding these submittal requirements rests with the Offeror. The evaluation will collectively consider the following:

- Experience Modification Rate (EMR)

- OSHA Days Away from Work, Restricted Duty, or Job Transfer (DART) Rate

- Offeror Technical Approach to Safety

- Other sources of information available to the Government

(1) Experience Modification Rate (EMR):

The Government will evaluate the EMR to determine if the Offeror has demonstrated a history of safe work practices taking into account any upward or downward trends and extenuating circumstances that impact the rating. Lower EMRs will be given greater weight in the evaluation.

(2) OSHA Days Away from Work, Restricted Duty, or Job Transfer (DART) Rate:

The Government will evaluate the OSHA DART Rate to determine if the Offeror has demonstrated a history of safe work practices taking into account any upward or downward trends and extenuating circumstances that impact the rates. Lower OSHA DART Rates will be given greater weight in the evaluation.

(3) Technical Approach to Safety:

The Government will evaluate the narrative to determine the degree to which subcontractor safety performance will be considered in the selection of all levels of subcontractors on the upcoming project.

The Government will also evaluate the narrative to determine the degree to which innovations are being proposed that may enhance safety on this procurement. Those Offerors whose plan demonstrates a commitment to hire subcontractors with a culture of safety and who propose innovative methods to enhance a safe working environment may be given greater weight in the evaluation.

Factor 5 – Technical Solution

Provide a narrative describing the technical solution to the project that meets the requirements of the RFP.

Include the following:

- Plan for the relocation of the utilities and Order of Construction for each utility including temporary utilities where needed and cutovers.

- Plan for the mitigation of unscheduled utility outages and disruptions in service.

- Plan for the minimization of dust, noise, and vibration that may have a detrimental effect on the operations of a medical facility.

- Design and construction schedule; in GANTT format, incorporating the phasing scheme, primary design and construction activities, government design reviews, long lead items and permit approvals.

- a description of the general concept proposed to meet low impact development (LID).

Submittal requirements shall not exceed ten (10) double-sided pages (or 20 single-sided pages) for the narrative and schedule as defined below:

Narrative shall not exceed eight (8) double-sided pages (or 16 single-sided pages). In addition, up to three

(3) conceptual drawings may be provided to supplement the narrative.

The Schedule shall not exceed two (2) double-sided pages (or 4 single-side pages) and 100 activities.

The Government will evaluate the narrative, schedule and conceptual drawings (if included) considering the extent to which the Offeror demonstrates a clear understanding of the scope requirements of the project. The Government will evaluate the Offeror's technical solution to determine adherence to the technical requirements of the RFP.

Factor 6 – Small Business Utilization

Factor 6 consists of two Subfactors, 6A, Past Performance in Utilization of Small Business

Concerns, and 6B, Small Business Participation. The evaluation of Subfactors 6A and 6B are of equal importance to the determination of Factor 6 Rating.

Definitions: “SB” as used herein, is intended to include Small Business concerns, Small Disadvantaged

Business concerns (SDB), Women-Owned Small Business concerns (WOSB), Historically Underutilized

Business Zone Small Business concerns (HUBZone), Veteran-Owned Small Business concerns (VOSB), and Service-Disabled Veteran-Owned Small Business concerns (SDVOSB). All small business programs are self-certifying programs with the exception of HUBZone certifications, see HUBZone SB

Certifications below. Small Business Program requirements and definitions may be found in the Federal

Acquisition Regulations (FAR), Part 19.

HUBZone SB Certifications: Offerors are reminded that HUBZone SB concerns must obtain formal certification from the Small Business Administration (SBA) if they expect to receive the evaluation benefits associated with the HUBZone SB programs either as a prime or subcontractor(s). For more information on the HUBZone SB certification requirements and available benefits, contact your local

SBA representative. Certified HUBZone SB firms are listed on the System for Award Management

(SAM) website at www.sam.gov. It is the responsibility of the prime contractor to periodically check the

SAM as certifications are subject to change.

SUBFACTOR 6.A – PAST PERFORMANCE IN UTILIZATION OF SMALL BUSINESS

CONCERNS

Proposals that do not include responses addressing ALL elements of the requirements stated below (a.

through g.) must include an explanation why that element is not addressed.

a. Provide performance evaluation ratings (i.e., SF1420, DD2626, or equivalent) obtained on the implementation of small business subcontracting plans for all of the offeror’s contracts referenced under Factor 3, Past Performance. Recently completed project evaluations are desired, however, in the absence of recently completed project evaluations, interim ratings for projects that are 80% complete may be considered. If more than five evaluation ratings are provided, only the first five http://www.sam.gov/ will be considered. In addition, the Government may consider past performance information on other projects as made available to the Government from other sources (such as the Construction

Contractor Appraisal Support Systems (CCASS)), Architect-Engineer Contract Administration

Support System (ACASS) and Contractor Performance Assessment Reporting System (CPARS)).

b. Provide information on national and industry-issued awards that offerors received for outstanding support to SB concerns within the past five (5) years. Include purpose, issuer, and date of award(s).

National and industry-issued awards received beyond five (5) years will not be considered.

c. Provide information on previous, existing, planned or pending mentor-protégé agreements (MPA) under any Federal Government or other program held within the last five years. Information should include, at a minimum, the members, objectives, period of performance, and major accomplishments during the MPA.

d. Provide information on past use of Community Rehabilitation Program (CRP) organizations certified under the AbilityOne Program by NISH or the National Industry for the Blind (NIB).

Information should include the contract type, type of work performed, period of performance, and number of employed severely handicapped persons.

e. Provide small business subcontracting history. Large businesses with Federal contracting experience shall provide completed or most recently approved SF294s “Subcontracting Report for Individual

Contracts” or Individual Subcontracting Reports (ISRs) on all contracts referenced under Factor 3, Past Performance. Reports for recently completed projects are desired, however, in the absence of recently completed project reports, interim reports may be considered if the project is at least 80% complete. If more than five (5) reports are provided, only the first five (5) will be considered. If goals were not met on submitted contracts, provide an explanation as to why. Newly established

Large Businesses, or Large Businesses with no prior SF294/ISR history shall submit a subcontracting history on Attachment D, Small Business Past Performance.

f. Small Business proposers shall provide a subcontracting history on Attachment D), Small Business

Past Performance.

g. If an Offeror is utilizing past performance information of affiliates/subsidiaries/parent/LLC/LTD member companies (name is not exactly as stated on the solicitation), the proposal shall clearly demonstrate that the affiliates/subsidiaries/parent/LLC/LTD member companies will have meaningful participation of all members in the management of the subcontracting program/plan by identifying the personnel or resources from the member companies that will be dedicated to managing the plan, and an organization chart which demonstrates the reporting chain within the membership.

If the Offeror is a Joint Venture, Partnership LLC or other entity consisting of more than one entity, provide past performance information, elements a. through f., for each individual business entity(ies) that will be responsible for managing the subcontracting program/plan.

The extent to which the proposal demonstrates the proposer’s level of past performance in utilizing Small

Business (SB) concerns, AbilityOne, Mentor-Protégé Agreements, and other socio-economic programs, as defined in FAR Parts 26.1 and 26.2, in subcontracting, and in meeting established Small Business subcontracting goals.

SUBFACTOR 6.B – SMALL BUSINESS PARTICIPATION

(a)Solicitation Submittal Requirements:

Identify in terms of dollar value and percentage of the total acquisition, the extent of work you will perform as the prime contractor. If submitting an offer as a Joint-Venture, identify the percentage of work each member will be responsible for and indicate the size status of each member, e.g., LB, SB, SDB, WOSB, HUBZone SB, etc.

If you are a Large Business, submit a Small Business Subcontracting Plan for this project in the format provided in Attachment E for this factor, to include all information required in the attachment. If you are a Small Business, submit a subcontracting participation breakdown in the format provided in Attachment

F for this factor. All proposers: To demonstrate commitment in using small business concerns, the Small

Business Subcontracting Plan or subcontracting participation breakdown may list all subcontractors by name. If the proposed Small Business Subcontracting goals do not meet the minimum NAVFAC Small

Business Subcontracting Targets, include a detailed explanation describing the actions taken to arrive at that determination, along with an explanation for the goals that actually were proposed. For proposals submitted on design-build solicitations, the proposer must identify its designer/design team in its

Subcontracting Plan or Small Business Participation Breakdown.

Firm commitments to subcontract to multiple companies: The Offeror may provide a demonstration of commitments in planned subcontracts by listing multiple names of companies that will be used to support specific small business category (i.e., SB, SDB, WOSB, HUBZone SB, VOSB and SDVOSB).

(a) Basis of Evaluation:

The following will be evaluated on all proposals:

a. The extent to which the proposal demonstrates maximum practicable participation of SBs in terms of the total value of the acquisition, including options.

b. The extent to which the proposal demonstrates a commitment to use SB concerns that are specifically identified in the proposal, including but not limited to use of mentor protégé programs.

c. The extent to which the proposal demonstrates SB participation in a variety of industries expected during the performance of work.

d. The realism of the proposal to meet the proposed goals.

The following will be evaluated on proposals submitted by Large Business firms:

a. The extent to which the proposal provides Small Business Subcontracting goals that meet or exceed the minimum NAVFAC Small Business Subcontracting Targets, and utilization of AbilityOne

CRP organizations. Proposals that provide goals exceeding the NAVFAC Subcontracting Targets may be rated higher. The proposed goals and NAVFAC Subcontracting Targets are expressed as a percentage of total subcontracted values. The minimum NAVFAC Subcontracting Targets are as follows:

FY2014

SB 66.67%

SDB 17.10%

WOSB 15.00%

HUBZone 8.85%

VOSB 3.0%

SDVOSB 3.0%

b. The extent to which the proposer’s Small Business Subcontracting Plan establishes reasonable efforts demonstrating the subcontracting targets can be met during the performance of the contract:

A copy of the blank forms to be used for offeror submission of Small Business Utilization are included as follows:

Attachment D – Small Business Past Performance

Attachment E – Small Business Subcontracting Plan.

Attachment F – Small Business Offeror Small Business Participation Breakdown

ATTACHMENT D

SMALL BUSINESS PAST PERFORMANCE

Small Business offerors, newly established Large Business offerors, or Large Business Offerors with no prior

SF294/ISR history shall complete this form. Large Business Offerors with a SF294 or ISR history shall submit

SF294s or ISRs in lieu of completing this form.

(a) SUBCONTRACTING ACHIEVEMENT – Include actual dollar values subcontracted for each of the categories listed. Include the percentage goal only if a goal was established.

(1) Contract Number/Title:

ACTUAL GOAL

(if applicable)

Completion Date: Total Contract Value: $

Total Subcontracted Value: $ Whole Dollars Percent Percent

(a) Small Business Concerns (Including SDB, WOSB, HBCU/MI, HUBZone, VOSB, and SDVOSB) (Dollar amount and percent of line c.)

Small Business Concerns (Non-Federal Certifications Examples:

MBE (Minority Business Enterprise), DBE (Disadvantaged

Business Enterprise), DVBE (Disabled Veteran Business Enterprise), SB (Small

Business), WBE (Women’s

Business Enterprise).

(b) Large Business Concerns (Dollar amount and percent of line c.)

(c) Total (sum of lines a & b above)

(d) Small Disadvantaged Business Concerns (Dollar amount and percent of line c.)

Including MBE & DBE

(e) Women-Owned Small Business Concerns (Dollar amount and percent

Including WBE

(f) HUBZone Small Business Concerns (Dollar amount and percent of line c.)

(g) Veteran-Owned Small Business Concerns (Dollar amount and percent

(h) Service Disabled Veteran-Owned Small Business Concerns (Dollar amount and percent of line c.)

Including DVBE

Name of customer reference for this project: ___________________________________________

Phone Number: _______________________ FAX Number: _______________________

Email address: ________________________________________

(2) Contract Number/Title:

(if applicable)

Completion Date: Contract Dollar Value: $

Total Subcontracted Value: $ Whole Dollars Percent Percent

(b) Small Business Concerns (Including SDB, WOSB, HBCU/MI, HUBZone, VOSB, and SDVOSB) (Dollar amount and percent of line c.)

Small Business Concerns (Non-Federal Certifications Examples:

MBE (Minority Business Enterprise), DBE (Disadvantaged

Business Enterprise), DVBE (Disabled Veteran Business Enterprise), SB (Small

(d) Small Disadvantaged Business Concerns (Dollar amount and percent

(3) Contract Number/Title:

(if applicable)

Completion Date: Contract Dollar Value: $

Total Subcontracted Value: $ Whole Dollars Percent Percent

(c) Small Business Concerns (Including SDB, WOSB, HBCU/MI, HUBZone, VOSB, and SDVOSB) (Dollar amount and percent of line c.)

Small Business Concerns (Non-Federal Certifications Examples:

MBE (Minority Business Enterprise), DBE (Disadvantaged

Business Enterprise), DVBE (Disabled Veteran Business Enterprise), SB (Small

(d) Small Disadvantaged Business Concerns (Dollar amount and percent

Note: Form may be expanded.

ATTACHMENT E

SMALL BUSINESS SUBCONTRACTING PLAN

(Template)

*This template has been designed to be consistent with FAR 19.704, Subcontracting Plan Requirements and FAR clause 52.219-9, Small Business Subcontracting Plan (“Subcontracting Plan”). Other formats of a small business subcontracting plan may be acceptable. However, failure to include the essential information as exemplified in this template may be cause for either a delay in acceptance or the rejection of a bid or offer where the clause is applicable.

(TO BE SUBMITTED BY LARGE BUSINESSES)

(CONTRACTOR’S NAME)

(ADDRESS)

(Solicitation or Contract Number)

(Title of the Project and Location)

(Date Prepared)

Type of Report (Individual, Commercial, Master)

PLAN SUBMITTED BY:

Signature: __________________________________ Date: ____________________

Printed Name: ___________________________________________________________

Title: __________________________________________________________________

REVIEWED:

Small Business Specialist Date

REVIEWED:

Small Business Administration Date

Procurement Center Representative

ACCEPTED:

Procuring Contracting Officer Date

SUBCONTRACTING PLAN

The following, together with any attachments, is submitted as a Subcontracting Plan to satisfy the requirements of Federal Acquisition Regulations 19.704. The following goals are established for the

Base Period and/or all Bid Items including all option periods. This contract does does not contain option periods. Use Attachment (1) for showing the breakdown of the base year and option periods.

Percentages may be rounded to nearest tenth of a percent.

1. a. Total Contract Value $_______________

(including options)

b. Total Subcontracted $_______________ _______% of 1.a

(inclusive of all planned subcontracting to all businesses, regardless of size)

c. Total Prime-performed $_______________ _______% of 1.a

2. The following dollars and percentage goals are applicable to the contract cited above. (See FAR

19.704(a)(1) and (2))

a. Large Business (LB) $_______________ _______% of 1.b

This number represents total planned subcontracting dollars under this contract that will go to subcontractors who are large business concerns.

b. Small Business (SB) $_______________ _______% of 1.b subcontractors who are small business concerns**; include contracts awarded under the AbilityOne Program

(formerly Javits Wagner O'Day Act Contracts (JWOD)) to NISH and NIB; and awards to Alaskan Native

Corporations (ANCs) and Indian Tribes as prescribed in FAR 19.703(c) & FAR 52.219-9.

(**includes all small businesses, including Small, Small Disadvantaged Business (SDB), Women-

Owned Small Business (WOSB), Historically Underutilized Business Zone (HUBZone), Veteran-Owned

Small Business (VOSB), Service-Disabled Veteran-Owned Small Business (SDVOSB) concerns, and

Historically Black Colleges, Universities and Minority Institutions (HBCU/MI))

(Include 2.c, 2.d, 2.e, 2.f, 2.g, 2.h, 2.i, 2.j, and 2.k below).

Attach supporting rationale for goals less than ________%.

Notes:

(1) Lines 1.b + 1.c=100% of Line 1.a

(2) Lines 2.a + 2.b = 100% of Line 1.b

(3) Lines 2.c, 2.d, 2.e, 2.f, 2.g, 2.h, 2.i, 2.j, and 2.k are calculated against Line 1.b, the total value of overall subcontracting dollars.

(4) Subcontracts to companies that qualify in multiple categories of SB must be reported under each category. For example: if you are planning to subcontract $100,000 to company ABC, a woman-owned small disadvantaged business that is also a certified HUBZone, you will report $100,000 on line 2.b (SB), 2.c

(HUBZone), 2.d (WOSB) and 2.e (SDB).

(5) The sum of 2.c through 2.k does not automatically equate to the value of 2.b.

(6) Designated HUBZone Small Businesses must be certified by the Small Business Administration (SBA).

c. HUBZone SB $______________ ________% of 1.b subcontractors who are qualified HUBZone small business concerns certified by SBA. Attach supporting rationale for goals less than _______%. (Included in 2.b, above, as a subset.)

d. Woman-Owned SB $_______________ ________% of 1.b subcontractors who are WOSB. Attach supporting rationale for goals less than _______%. (Included in 2.b, above, as a subset.)

e. Small Disadvantaged

Business $______________ ________% of 1.b subcontractors who are small business concerns owned and controlled by Socially and Economically

Disadvantaged individuals (include in this category the planned subcontracting dollars to HBCU/MI shown in 2.h below, and the planned subcontracting dollars to ANCs and Indian Tribes shown in 2.j below). Attach supporting rationale for goals less than _______%. (Included in 2.b, above, as a subset.)

f. Veteran-Owned SB $_______________ ________% of 1.b subcontractors who are small business concerns owned and controlled by VOSB (include in this category the planned subcontracting dollars to SDVOSB shown in 2.g below). Attach supporting rationale for goals less than _______%. (Included in 2.b, above, as a subset.)

g. Service-Disabled

Veteran-Owned SB $_______________ ________% of 1.b subcontractors who are small business concerns owned and controlled by SDVOSB. Attach supporting rationale for goals less than _______%. (Included in 2.b and 2.f, above, as a subset.)

h. Historically Black Colleges

& Universities/Minority

Institutions $_______________ ________% of 1.b.

HBCU/MI as identified in FAR 26. (Included in 2.b and 2.e, above, as a subset.)

i. AbilityOne

(Formerly JWOD) $_______________ ________% of l.b.

AbilityOne participating Nonprofit Agencies (sometimes referred to community rehabilitation programs, work centers, industries, or rehabilitation facilities). Per DFARS 219.703, subcontracts awarded to qualified non-profit agencies for the blind or severely disabled may be counted toward the small business subcontracting goal. (Included in 2.b, above, as a subset.)

j. Alaskan Native

Corporations &

Indian Tribes $_______________ ________% of l.b.

This number represents total planned subcontracting dollars under this contract that will go to ANCs and Indian Tribes that are not SDBs where you are either subcontracting directly to the ANC or Indian Tribe or where you have been designated to receive their SDB credit. (See FAR 19.703 & FAR 52.219-9)

(Included in 2.b and 2.e, above, as a subset.)

k. Alaskan Native

Corporations &

Indian Tribes $_______________ ________% of l.b.

This number represents total planned subcontracting dollars under this contract that will go to ANCs and Indian Tribes that are not small businesses where you are either subcontracting directly to the ANC or

Indian Tribe or where you have been designated to receive their SB credit. (See FAR 19.703 & FAR 52.219-

9) (Included in 2.b, above, as a subset.)

3. The following principal products and/or services will be subcontracted under this contract. Additional sheets may be added as required. (See FAR 19.704(a)(3)

a. Products/services planned for subcontracting to LB concerns:

Or list firm commitments below:

Name of Firm Products or Services

b. Products/services planned to be subcontracted to SB concerns:

c. Products/services planned to be subcontracted to HUBZone concerns:

d. Products/services planned to be subcontracted to WOSB concerns:

e. Products/services planned for subcontracting to SDB concerns:

f. Products/services planned for subcontracting to VOSB concerns:

g. Products/services planned for subcontracting to SDVOSB concerns:

Or list firm commitments below:

Name of Firm Products or Services

h. Products/services planned for subcontracting to HBCU/MIs:

i. Products/services planned for subcontracting to AbilityOne organizations (formerly JWOD):

j. Planned products/services for subcontracting to ANCs and Indian Tribes that are not SDBs. (See 2.j above for explanation):

k. Planned products/services for subcontracting to ANCs and Indian Tribes that are not SBs. (See 2.k above for explanation.)

(ATTACH ADDITIONAL PAGES IF ADDITIONAL SPACE IS REQUIRED)

4. The following method was used to develop the above subcontracting goals. Include a statement explaining how the products and services to be subcontracted were established, how the areas to be subcontracted to SB, SDB, WOSB, HUBZone, VOSB, SDVOSB concerns, HBCU/MIs, AbilityOne program participants, ANCs and Indian Tribes were determined, and how their capabilities were determined. (See FAR 19.704(a)(4))

5. Source lists utilized in making the determinations in paragraph 4, above are as follows: (See FAR

19.704(a)(5))

6. Indirect and overhead costs have have not been included in the goals specified in 1. and 2. above.

If "have" is checked, explain the method used in determining the proportionate share of indirect and overhead costs to be allocated as subcontracts to SB, SDB, WOSB, HUBZone SB, VOSB, SDVOSB concerns, HBCU/MI, AbilityOne program participants, ANCs, and Indian Tribes, and the products and services planned: (See FAR 19.704(a)(6))

7. The following employee will administer the subcontracting program: (See FAR 19.704(a)(7))

NAME: ________________________________________________________________

ADDRESS: ________________________________________________________________

TELEPHONE NO.:_____________________ FAX NO.: ___________________________

EMAIL: ____________________________________________________________________

TITLE: _____________________________________________________________________

This individual's specific duties, as they relate to the firm's subcontracting plan, are general overall responsibility for this company's Small Business Program. This person should have knowledge of the federal small business programs and be knowledgeable about federal procurement practices. If the prime decides to change the person in this position, they must notify the Contracting Officer and the

Deputy for Small Business. The administrator is responsible for the development, preparation and execution of this subcontracting plan, and for monitoring performance relative to contractual subcontracting requirements contained in this plan, including, but not limited to:

a. Developing and maintaining bidders lists of SB, SDB, WOSB, HUBZone SB, VOSB, SDVOSB concerns, AbilityOne program participants, HBCU/MIs, ANCs, and Indian Tribes (hereafter referred to as the small business community) from all possible sources.

b. Ensuring that procurement packages are structured to permit the small business community to participate to the maximum extent possible.

c. Assuring inclusion of the small business community in all solicitations for products or services, which they are capable of providing.

d. Reviewing solicitations to remove statements, clauses, etc., which may tend to restrict or prohibit the small business community participation.

e. Ensuring periodic rotation of potential subcontractors on bidders lists.

f. Ensuring that the bid proposal review board documents its reasons for not selecting low bids submitted by the small business community.

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 motivational training for purchasing personnel pursuant to the intent of P.L. 95-507.

j. Monitoring attainment of proposed goals.

k. Preparing and submitting required periodic subcontracting reports.

l. Coordinating contractor's activities during the conducting of compliance reviews by Federal agencies.

m. Coordinating the conduct of contractor's activities involving its small business subcontracting program.

n. Additions to (or deletions from) the duties specified above are as follows:

8. The following efforts will be taken to assure that the small business community will have an equitable opportunity to compete for subcontracts. (See FAR 19.704(a)(8))

a. Outreach efforts will be made by identifying:

- Contacts with minority and small business trade associations.

- Contacts with business development organizations.

- Attendance at small and minority business procurement conference and trade fairs.

b. Sources will be requested from the Central Contractor Registration (CCR) website available at http://www.ccr.gov/ on the Internet.

Automated data base sources to be used, other than CCR, will be as follows.

http://www.ccr.gov/

c. The following internal efforts will be made to guide and encourage buyers:

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

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

(iii) Arrange interviews with the small business community.

d. Describe how your small business data base, source lists, guides, and other data will be maintained and utilized by buyers in soliciting subcontracts; e.g., rotation of firms in the data base, keeping data base current and useful, etc.

e. Additions to (or deletions from) the above listed efforts are as follows:

9. The offeror (contractor) agrees that the FAR clause 52.219-8 entitled "Utilization of Small 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 $650,000 ($1,500,000 for

Construction) will be required to adopt and comply with subcontracting plan similar to this one. Such plans will be reviewed by comparing them with the provisions of P.L. 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 small and small disadvantaged 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 review subcontracting program progress. (See FAR 19.704(a)(9))

10. The offeror (contractor) agrees to submit such periodic reports and cooperate in any studies or surveys as may be required by the contracting agency or the Small Business Administration in order to determine the extent of compliance by the offeror (contractor) with the subcontracting plan and with

FAR clause 52.219-8. (See FAR 19.704(a)(10)(i) and (ii))

11. The offeror (contractor) agrees to: (See FAR 19.704(a)(10)(iii)-(vi))

a. Submit the Individual Subcontract Report (ISR) and the Summary Subcontract Report

(SSR) using the Electronic Subcontracting Reporting System (eSRS) at http://www.esrs.gov, following the instructions in the eSRS and FAR Clause 52.219-9;

st reporting period – Oct 1 through March 31 Submit NLT 30 April nd reporting period – Oct 1 through September 30 Submit NLT 30 October

A separate “Final” ISR is required at contract completion.

Upon award of the contract, the identity of the individual(s) responsible for acknowledging receipt or rejecting the ISR and the SSR will be provided to the awardee.

b. Ensure that its large business subcontractors with subcontracting plans agree to submit the

ISR and/or the SSR using the eSRS;

c. Provide its prime contract number and its DUNS number, and the e-mail address of the

Government or Contractor official responsible for acknowledging or rejecting the reports, to all first tier large business subcontractors with subcontracting plans so they can enter this information into the eSRS when submitting their reports; and

d. Require that each large business subcontractor with a subcontracting plan provide the prime contract number and its own DUNS number, and the e-mail address of the Government or Contractor official responsible for acknowledging or rejecting the reports, to its large business subcontractors with subcontracting plans.

e. Ensure that the identified Contracting Officer and Small Business Specialist assigned to the contract are included on the eSRS email notification distribution upon submission of each report.

*Note 1: If contract value is $25,000 or more and the solicitation includes FAR Clause 52.204-10, Reporting Executive Compensation and First-Tier Subcontract Awards, ensure additional reporting requirements are met in eSRS in accordance with this clause.

http://www.esrs.gov/

12. The offeror (contractor) agrees to maintain at least the following types of records to document compliance with this subcontracting plan: (See FAR 19.704(a)(11))

a. Source lists, guides, and other data identifying concerns in the small business community.

b. Organizations contacted to locate firms in the small business community.

c. On a contract-by-contract basis, records on all subcontract solicitations over $150,000 and indicating for each solicitation;

(i) whether concerns in the small business community were solicited, and if not, why not; and

(ii) reasons for the failure of the solicited concerns in the small business community to receive the subcontract award.

(iii) written designations from ANCs or Indian Tribes, in accordance with FAR 19.703, if applicable.

d. Records to support other outreach efforts, e.g., contacts with small business trade associations, business development organizations, and attendance at small business procurement conferences and trade fairs, and frequency of accessing CCR.

General Decision Number: MD140057 09/26/2014 MD57

Superseded General Decision Number: MD20130057

State: Maryland

Construction Type: Building

County: Montgomery County in Maryland.

BUILDING CONSTRUCTION PROJECTS (does not include single family homes or apartments up to and including 4 stories).

Modification Number Publication Date

0 01/03/2014

1 01/24/2014

2 01/31/2014

3 04/11/2014

4 04/25/2014

5 05/09/2014

6 05/16/2014

7 05/23/2014

8 05/30/2014

9 06/27/2014

10 07/04/2014

11 07/18/2014

12 07/25/2014

13 08/01/2014

14 08/08/2014

15 08/15/2014

16 08/29/2014

17 09/05/2014

18 09/26/2014

ASBE0024-007 10/01/2013

Rates Fringes

ASBESTOS WORKER/HEAT & FROST

INSULATOR........................$ 33.13 13.76

Includes the application of all insulating materials, protective coverings, coatings and finishes to all types of mechanical systems

ASBE0024-010 10/09/2013

ASBESTOS WORKER: HAZARDOUS

MATERIAL HANDLER (Removal of hazardous material from ceilings, floors, mechanical systems, and walls)..............$ 20.86 5.46

BRMD0001-006 05/01/2014

TILE SETTER......................$ 26.28 10.00

BRMD0001-009 05/01/2014

TILE FINISHER....................$ 21.48 9.08

BRMD0001-011 05/04/2014

BRICKLAYER (Excluding

Pointing, Caulking and

Cleaning)........................$ 29.17 8.62

BRMD0001-012 05/01/2014

MASON - STONE....................$ 34.18 15.63

CARP0132-017 05/01/2013

CARPENTER (Including

Acoustical Ceiling

Installation, Drywall

Hanging, Metal Stud

Installation and Form Work)......$ 26.81 8.13

CARP1831-002 04/01/2013

MILLWRIGHT.......................$ 31.59 8.58

* ELEC0026-021 09/01/2014

ELECTRICIAN (Communication and Sound Equipment).............$ 27.05 8.58

ELEC0026-022 06/02/2014

ELECTRICIAN (Including low voltage wiring for and installation of alarms, HVAC controls)........................$ 41.60 14.75+a a.PAID HOLIDAYS: New Year's Day, Inauguration Day, Martin

Luther King Jr.'s Birthday, Memorial Day, Independence Day, Labor Day, Veterans' Day, Thanksgiving Day, the day after

Thanksgiving Day and Christmas Day.

ELEV0010-001 01/01/2014

ELEVATOR MECHANIC................$ 40.49 26.785+a+b

a. PAID HOLIDAYS: New Year's Day, Memorial Day, Independence

Day, Labor Day, Veterans' Day, Thanksgiving Day, Christmas

Day and the Friday after Thanksgiving.

b. VACATIONS: Employer contributes 8% of basic hourly rate for 5 years or more of service; 6% of basic hourly rate for

6 months to 5 years of service as vacation pay credit.

ENGI0077-018 05/01/2013

OPERATOR: Bulldozer.............$ 31.65 8.45+a

OPERATOR: Loader

Front End Loaders 3 1/2 cubic yards and above.......$ 32.40 8.45+a

Front End Loaders Below 3

1/2 cubic yards.............$ 31.65 8.45+a a.PAID HOLIDAYS: New Year's Day, Inaugural Day, Decoration

Day, Independence Day, Labor Day, Martin Luther King's

Birthday, Veterans' Day, Thanksgiving Day, Friday after

Thanksgiving and Christmas Day.

IRON0005-005 06/01/2014

IRONWORKER, STRUCTURAL AND

ORNAMENTAL.......................$ 30.25 17.285

IRON0201-006 05/01/2014

IRONWORKER, REINFORCING..........$ 27.00 18.08

LABO0657-017 06/15/2014

LABORER: Mason Tender -

Cement/Concrete..................$ 22.28 7.09

LABORER: Pipelayer..............$ 22.28 7.09

PAIN0051-014 06/01/2014

GLAZIER

Glazing Contracts $2 million and under...........$ 24.77 9.85

Glazing Contracts over $2 million.....................$ 28.61 9.85

PAIN0051-019 06/01/2014

PAINTER

Brush, Roller, Spray and

Drywall Finisher/Taper......$ 24.89 9.05

Industrial..................$ 29.60 9.05

PLAS0891-005 07/01/2013

PLASTERER........................$ 28.33 5.85

PLAS0891-006 02/01/2014

CEMENT MASON/CONCRETE FINISHER...$ 27.15 9.61

PLAS0891-008 08/01/2014

PLASTERER (Fireproofing

Including Sprayer, Mixer, and

Handler)

Handler.....................$ 16.50 4.24

Mixer/Pump..................$ 18.50 4.24

Sprayer.....................$ 23.00 4.24

PLUM0005-010 08/01/2014

PLUMBER..........................$ 38.92 16.35+a

a. PAID HOLIDAYS: Labor Day, Veterans' Day, Thanksgiving Day and the day after Thanksgiving, Christmas Day, New Year's

Day, Martin Luther King's Birthday, Memorial Day and the

Fourth of July.

PLUM0602-011 11/17/2013

PIPEFITTER (Including HVAC

Pipe and System Installation)....$ 37.77 18.82+a

a. PAID HOLIDAYS: New Year's Day, Martin Luther King's

Birthday, Memorial Day, Independence Day, Labor Day, Veterans' Day, Thanksgiving Day and the day after

Thanksgiving and Christmas Day.

ROOF0030-016 05/01/2014

ROOFER...........................$ 28.20 10.59

SFMD0669-001 07/01/2013

SPRINKLER FITTER (Fire

Sprinklers)......................$ 31.14 17.62

SHEE0100-015 07/01/2014

SHEET METAL WORKER (Including

HVAC Duct Installation)..........$ 39.73 16.08+a

a. PAID HOLIDAYS: New Year's Day, Martin Luther King's

Birthday, Memorial Day, Independence Day, Labor Day, Veterans Day, Thanksgiving Day and Christmas Day

SUMD2010-091 08/04/2010

LABORER

Common or General...........$ 14.15 2.30

Grade Checker...............$ 16.00 2.90

Landscape...................$ 9.23

Mason Tender - Brick........$ 13.00 0.00

Mason Tender - Stone........$ 14.03 0.00

Mason Tender for Pointing, Caulking and Cleaning.......$ 13.21

Mortar Mixer................$ 16.61 9.08

POINTER, CAULKER, CLEANER,

Includes pointing, caulking, cleaning of existing masonry, brick, stone and cement structures (restoration work); excludes pointing, caulking, cleaning of new or replacement masonry, brick, stone or cement...........................$ 19.19 0.00

POWER EQUIPMENT OPERATOR:

Asphalt Roller..............$ 21.35 5.38

Backhoe.....................$ 19.82 5.02

Bobcat/Skid Loader..........$ 18.05 8.78

Boom........................$ 21.44 8.29

Crane.......................$ 20.95 6.18

Excavator...................$ 20.00 0.00

Forklift....................$ 16.00 5.12

Gradall.....................$ 20.50 8.42

Grader/Blade................$ 14.50 5.18

Paver.......................$ 17.47 6.36

Roller excluding Asphalt....$ 17.60 3.88

TERRAZZO WORKER/SETTER...........$ 19.94 6.54

TRUCK DRIVER

Dump Truck..................$ 15.90 1.12

Tractor Haul Truck..........$ 17.87 9.98

WELDERS - Receive rate prescribed for craft performing operation to which welding is incidental.

Unlisted classifications needed for work not included within the scope of the…

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