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MECHANICAL MULTIPLE AWARD CONSTRUCTON CONTRACT Federal contract opportunity
Solicitation number
N4008314R2710
Issued by
Department of the Navy Naval Facilities Engineering Command

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N4008314R2710_MECHMAC_PHASE_II_AMEND_0001.pdf PDF
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N4008314R2710_Amend_0004_MechMAC.pdf PDF
N40083-14-R-2710_MECH_MAC_AMEND_0003_PHASE_I.pdf PDF
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DATE: July 2, 2001N68950-01-R-0006
Phase I RFP

ATTACHMENT A

CONSTRUCTION & DESIGN EXPERIENCE PROJECT DATA SHEET

Project No. (check one) : |_| CON #1 |_| CON #2 |_| CON #3 |_| CON #4 |_| CON #5

|_| DESIGN #1 |_| DESIGN #2 |_| DESIGN #3 |_| DESIGN #4 |_| DESIGN #5

1. Experience for: |_| Offeror |_| Joint-Venture |_| Other (Explain)

Firm Name:

Address:

Phone Number:

DUNS Number:

Point of Contact: Contact Phone Number:

2. Work Performed as: |_| Prime Contractor |_| Sub Contractor |_| Joint Venture |_| Other (Explain)

Percent of project work performed:

If subcontractor, who was prime (Name/Phone #):

3. Contract Number: Delivery/Task Order Number:

Title:

Location:

4. Award Date (mm/dd/yy): Completion Date (mm/dd/yy):

5. Type of work:

|_| New Construction |_| Renovation |_| Repair |_| Alteration |_| Other (explain):

6. Type of Contract/Task Order: (Check ALL that apply)

|_| Firm-Fixed Price |_| Cost/Time and Material |_| Other (explain):

Complete Block 7 for Construction Projects. Complete Block 8 for Design Projects.

7. Construction Project:

Award Amount: Final Price:

Type of Contract/Task Order: (Check ALL that apply)

|_| Design-Build |_| Design-Bid-Build |_| Delivery/Task Order (IDIQ) |_| Other (explain):

If Design-Build, identify the Lead Design Firm:______________________________________________

8. Design Project:

A/E Design Fee: Total Construction Value:

Type of Contract/Task Order: (Check ALL that apply)

|_| Design-Build |_| RFP Development |_| Designer of Record |_| Engineering Services |_| Full Plans & Specs

|_| Other (explain):

9. Provide a detailed description of the project and the relevancy to the project requirements of this RFP (i.e.: unique features, square footage, construction methods), including any sustainable features or USGBC LEED certifications. If design-build, include a description of the design-effort.

10. Provide a detailed description of what work your firm self-performed on this project:

11. Other Information:

ATTACHMENT B

NAVFAC/USACE PAST PERFORMANCE QUESTIONNAIRE (Form PPQ-0)

CONTRACT INFORMATION (Contractor to complete Blocks 1-4)

1. Contractor Information
Firm Name:CAGE Code:
Address:DUNs Number:

Phone Number:

Email Address:

Point of Contact: Contact Phone Number:

2. Work Performed as: |_| Prime Contractor |_| Sub Contractor |_| Joint Venture |_| Other (Explain) Percent of project work performed:

If subcontractor, who was the prime (Name/Phone #):

3. Contract Information Contract Number:

Delivery/Task Order Number (if applicable):

Contract Type: |_| Firm Fixed Price |_| Cost Reimbursement |_| Other (Please specify):

Contract Title:

Contract Location:

Award Date (mm/dd/yy):

Contract Completion Date (mm/dd/yy):

Actual Completion Date (mm/dd/yy):

Explain Differences:

Original Contract Price (Award Amount):

Final Contract Price (to include all modifications, if applicable):

Explain Differences:

4. Project Description:

Complexity of Work |_| High |_| Med |_| Routine How is this project relevant to project of submission? (Please provide details such as similar equipment, requirements, conditions, etc.)

CLIENT INFORMATION (Client to complete Blocks 5-8)

5. Client Information Name:

Title:

Phone Number:

Email Address:

6. Describe the client’s role in the project:

7. Date Questionnaire was completed (mm/dd/yy):

8. Client’s Signature:

NOTE: NAVFAC REQUESTS THAT THE CLIENT COMPLETES THIS QUESTIONNAIRE AND SUBMITS DIRECTLY BACK TO THE OFFEROR. THE OFFEROR WILL SUBMIT THE COMPLETED QUESTIONNAIRE TO NAVFAC WITH THEIR PROPOSAL, AND MAY DUPLICATE THIS QUESTIONNAIRE FOR FUTURE SUBMISSION ON NAVFAC SOLICITATIONS. CLIENTS ARE HIGHLY ENCOURAGED TO SUBMIT QUESTIONNAIRES DIRECTLY TO THE OFFEROR. HOWEVER, QUESTIONNAIRES MAY BE SUBMITTED DIRECTLY TO NAVFAC. PLEASE CONTACT THE OFFEROR FOR NAVFAC POC INFORMATION. THE GOVERNMENT RESERVES THE RIGHT TO VERIFY ANY AND ALL INFORMATION ON THIS FORM.

ADJECTIVE RATINGS AND DEFINITIONS TO BE USED TO BEST REFLECT

YOUR EVALUATION OF THE CONTRACTOR’S PERFORMANCE

Mechanical Multiple Award Contract N40083-14-R-2710

Revised April 2011

Revised 7 December 2011 24

SOURCE SELECTION SENSITIVE INFORMATION

DISCLOSURE LIMITATIONS AS OUTLINED IN FAR 2.101 & 3.104 APPLY

RATING DEFINITION NOTE

(E) Exceptional
Performance meets contractual requirements and exceeds many to the Government/Owner’s benefit. The contractual performance of the element or sub-element being assessed was accomplished with few minor problems for which corrective actions taken by the contractor was highly effective.
An Exceptional rating is appropriate when the Contractor successfully performed multiple significant events that were of benefit to the Government/Owner. A singular benefit, however, could be of such magnitude that it alone constitutes an Exceptional rating. Also, there should have been NO significant weaknesses identified.
(VG) Very Good
Performance meets contractual requirements and exceeds some to the Government’s/Owner’s benefit. The contractual performance of the element or sub-element being assessed was accomplished with some minor problems for which corrective actions taken by the contractor were effective.
A Very Good rating is appropriate when the Contractor successfully performed a significant event that was a benefit to the Government/Owner. There should have been no significant weaknesses identified.
(S) Satisfactory
Performance meets minimum contractual requirements. The contractual performance of the element or sub-element contains some minor problems for which corrective actions taken by the contractor appear or were satisfactory.
A Satisfactory rating is appropriate when there were only minor problems, or major problems that the contractor recovered from without impact to the contract. There should have been NO significant weaknesses identified. Per DOD policy, a fundamental principle of assigning ratings is that contractors will not be assessed a rating lower than Satisfactory solely for not performing beyond the requirements of the contract.
(M) Marginal
Performance does not meet some contractual requirements. The contractual performance of the element or sub-element being assessed reflects a serious problem for which the contractor has not yet identified corrective actions. The contractor's proposed actions appear only marginally effective or were not fully implemented.
A Marginal is appropriate when a significant event occurred that the contractor had trouble overcoming which impacted the Government/Owner.
(U) Unsatisfactory
Performance does not meet most contractual requirements and recovery is not likely in a timely manner. The contractual performance of the element or sub-element contains serious problem(s) for which the contractor's corrective actions appear or were ineffective.
An Unsatisfactory rating is appropriate when multiple significant events occurred that the contractor had trouble overcoming and which impacted the Government/Owner. A singular problem, however, could be of such serious magnitude that it alone constitutes an unsatisfactory rating.
(N) Not Applicable
No information or did not apply to your contract
Rating will be neither positive nor negative.

Contractor Information (Firm Name): ________________________________________________ Client Information (Name): ________________________________________________________

TO BE COMPLETED BY CLIENT

PLEASE CIRCLE THE ADJECTIVE RATING WHICH BEST REFLECTS

YOUR EVALUATION OF THE CONTRACTOR’S PERFORMANCE.

1. QUALITY:

a) Quality of technical data/report preparation efforts
E VG S M U N
b) Ability to meet quality standards specified for technical performance
E VG S M U N
c) Timeliness/effectiveness of contract problem resolution without extensive customer guidance
E VG S M U N
d) Adequacy/effectiveness of quality control program and adherence to contract quality assurance requirements (without adverse effect on performance)
E VG S M U N

2. SCHEDULE/TIMELINESS OF PERFORMANCE:

a) Compliance with contract delivery/completion schedules including any significant intermediate milestones. (If liquidated damages were assessed or the schedule was not met, please address below)
E VG S M U N
b) Rate the contractor’s use of available resources to accomplish tasks identified in the contract
E VG S M U N

3. CUSTOMER SATISFACTION:

a) To what extent were the end users satisfied with the project?
E VG S M U N
b) Contractor was reasonable and cooperative in dealing with your staff (including the ability to successfully resolve disagreements/disputes; responsiveness to administrative reports, businesslike and communication)
E VG S M U N
c) To what extent was the contractor cooperative, businesslike, and concerned with the interests of the customer?
E VG S M U N
d) Overall customer satisfaction
E VG S M U N

4. MANAGEMENT/ PERSONNEL/LABOR

a) Effectiveness of on-site management, including management of subcontractors, suppliers, materials, and/or labor force?
E VG S M U N
b) Ability to hire, apply, and retain a qualified workforce to this effort
E VG S M U N
c) Government Property Control
E VG S M U N
d) Knowledge/expertise demonstrated by contractor personnel
E VG S M U N
e) Utilization of Small Business concerns
E VG S M U N
f) Ability to simultaneously manage multiple projects with multiple disciplines
E VG S M U N
g) Ability to assimilate and incorporate changes in requirements and/or priority, including planning, execution and response to Government changes
E VG S M U N
h) Effectiveness of overall management (including ability to effectively lead, manage and control the program)
E VG S M U N

5. COST/FINANCIAL MANAGEMENT

a) Ability to meet the terms and conditions within the contractually agreed price(s)?
E VG S M U N

Contractor Information (Firm Name): ________________________________________________ Client Information (Name): ________________________________________________________

b) Contractor proposed innovative alternative methods/processes that reduced cost, improved maintainability or other factors that benefited the client
E VG S M U N
c) If this is/was a Government cost type contract, please rate the Contractor’s timeliness and accuracy in submitting monthly invoices with appropriate back-up documentation, monthly status reports/budget variance reports, compliance with established budgets and avoidance of significant and/or unexplained variances (under runs or overruns)
E VG S M U N
d) Is the Contractor’s accounting system adequate for management and tracking of costs? If no, please explain in Remarks section.
Yes No
e) If this is/was a Government contract, has/was this contract been partially or completely terminated for default or convenience or are there any pending terminations? Indicate if show cause or cure notices were issued, or any default action in comment section below.
Yes No
f) Have there been any indications that the contractor has had any financial problems? If yes, please explain below.
Yes No

6. SAFETY/SECURITY

a) To what extent was the contractor able to maintain an environment of safety, adhere to its approved safety plan, and respond to safety issues? (Includes: following the users rules, regulations, and requirements regarding housekeeping, safety, correction of noted deficiencies, etc.)
E VG S M U N
b) Contractor complied with all security requirements for the project and personnel security requirements.
E VG S M U N

7. GENERAL

a) Ability to successfully respond to emergency and/or surge situations (including notifying COR, PM or Contracting Officer in a timely manner regarding urgent contractual issues).
E VG S M U N
b) Compliance with contractual terms/provisions (explain if specific issues)
E VG S M U N
c) Would you hire or work with this firm again? (If no, please explain below)
Yes No
d) In summary, provide an overall rating for the work performed by this contractor.
E VG S M U N

Please provide responses to the questions above (if applicable) and/or additional remarks. Furthermore, please provide a brief narrative addressing specific strengths, weaknesses, deficiencies, or other comments which may assist our office in evaluating performance risk (please attach additional pages if necessary):

ATTACHMENT C

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

1. 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 of line c.)

Including WBE

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

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

(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:

ACTUAL
GOAL

Completion Date: Contract Dollar Value: $

Total Subcontracted Value: $
Whole Dollars
Percent
Percent

1. 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),

(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.)

(e) Women-Owned Small Business Concerns (Dollar amount and percent of line c.)

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

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

(h) Service Disabled Veteran-Owned Small Business Concerns (Dollar

(3) Contract Number/Title:

ACTUAL
GOAL

Completion Date: Contract Dollar Value: $

Total Subcontracted Value: $
Whole Dollars
Percent
Percent

1. 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),

(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.)

(e) Women-Owned Small Business Concerns (Dollar amount and percent of line c.)

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

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

(h) Service Disabled Veteran-Owned Small Business Concerns (Dollar

Note: Form may be expanded.

ATTACHMENT D

SMALL BUSINESS SUBCONTRACTING PLAN

*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)

Contractors Name

Address

MECHANICAL CONSTRUCTION MULTIPLE AWARD CONTRACT

NAVAL SUPPORT ACTIVITY CRANE, CRANE IN

Date

Type of Report: ___Individual, ___Commercial, ___Master

PLAN SUBMITTED BY:

Signature: __________________________________ Date: ____________________

Printed Name: ___________________________________________________________

Title: __________________________________________________________________

REVIEWED:

____________________________________________________
Small Business SpecialistDate

REVIEWED:

____________________________________________________
Small Business AdministrationDate

Procurement Center Representative

ACCEPTED:

____________________________________________________
Procuring Contracting OfficerDate

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

This number represents total planned subcontracting dollars under this contract that will go to 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

This number represents total planned subcontracting dollars under this contract that will go to 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

This number represents total planned subcontracting dollars under this contract that will go to 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

This number represents total planned subcontracting dollars under this contract that will go to 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

This number represents total planned subcontracting dollars under this contract that will go to 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

This number represents total planned subcontracting dollars under this contract that will go to 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.

This number represents total planned subcontracting dollars under this contract that will go to 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.

This number represents total planned subcontracting dollars under this contract that will go to 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)

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

___________________________________________________________________
___________________________________________________________________
Or list firm commitments below:
Name of FirmProducts or Services
____________________________________________
____________________________________________
b.Products/services planned to be subcontracted to SB concerns:
___________________________________________________________________
___________________________________________________________________
Or list firm commitments below:
Name of FirmProducts or Services
____________________________________________
____________________________________________
c.Products/services planned to be subcontracted to HUBZone concerns:
___________________________________________________________________
___________________________________________________________________
Or list firm commitments below:
Name of FirmProducts or Services
____________________________________________
____________________________________________
d.Products/services planned to be subcontracted to WOSB concerns:
___________________________________________________________________
___________________________________________________________________

Or list firm commitments below:

Name of Firm Products or Services

____________________________________________
____________________________________________
e.Products/services planned for subcontracting to SDB concerns:
___________________________________________________________________
___________________________________________________________________
Or list firm commitments below:
Name of FirmProducts or Services
____________________________________________
____________________________________________
f.Products/services planned for subcontracting to VOSB concerns:
___________________________________________________________________
___________________________________________________________________
Or list firm commitments below:
Name of FirmProducts or Services
____________________________________________
____________________________________________
g.Products/services planned for subcontracting to SDVOSB concerns:
___________________________________________________________________
___________________________________________________________________
Or list firm commitments below:
Name of FirmProducts or Services
____________________________________________
____________________________________________
h. Products/services planned for subcontracting to HBCU/MIs:
___________________________________________________________________
___________________________________________________________________
Or list firm commitments below:
Name of FirmProducts or Services
____________________________________________
____________________________________________

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

___________________________________________________________________
___________________________________________________________________
Or list firm commitments below:
Name of FirmProducts or Services
____________________________________________
____________________________________________

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

___________________________________________________________________
___________________________________________________________________
Or list firm commitments below:
Name of FirmProducts or Services
____________________________________________
____________________________________________

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

___________________________________________________________________
___________________________________________________________________
Or list firm commitments below:
Name of FirmProducts or Services
____________________________________________
____________________________________________

(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.
____________________________________________________________________
____________________________________________________________________
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;

1st reporting period – Oct 1 through March 31Submit NLT 30 April
2nd reporting period – Oct 1 through September 30Submit 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.

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))

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

1. 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.

*****END OF PLAN*****

The original copy of this plan is included in the file and made a material part of the contract.

Copy to:

Small Business Specialist

SBA PCR

BASE PERIOD AND OPTION YEAR SUBCONTRACTING GOALS

SOLICITATION (Insert Solicitation/Contract Number)

Base Period
Option Period 1
Option Period 2
Total Periods
1.a Total Contract
$ ___________
$ ___________
$ ___________
$ ___________
1.b Total Subcontracted
$ ___________
$ ___________
$ ___________
$ ___________
(% of Line 1.a)
% __________
% __________
% __________
% __________
1.c Total Prime
$ ___________
$ ___________
$ ___________
$ ___________
(% of Line 1.a)
% __________
% __________
% __________
% __________
2.a To LB
$ ___________
$ ___________
$ ___________
$ ___________
(% of Line 1.b)
% __________
% __________
% __________
% __________
2.b To SB
$ ___________
$ ___________
$ ___________
$ ___________
(% of Line 1.b)
% __________
% __________
% __________
% __________
2.c To HUBZone SB
$ ___________
$ ___________
$ ___________
$ ___________
(% of Line 1.b)
% __________
% __________
% __________
% __________
2.d To WOSB
$ ___________
$ ___________
$ ___________
$ ___________
(% of Line 1.b)
% __________
% __________
% __________
% __________
2.e To SDB
$ ___________
$ ___________
$ ___________
$ ___________
(% of Line 1.b)
% __________
% __________
% __________
% __________
2.f To VOSB
$ ___________
$ ___________
$ ___________
$ ___________
(% of Line 1.b)
% __________
% __________
% __________
% __________
2.g To SDVOSB
$ ___________
$ ___________
$ ___________
$ ___________
(% of Line 1.b)
% __________
% __________
% __________
% __________
2.h To HBCU/MI
$ ___________
$ ___________
$ ___________
$ ___________
(% of Line 1.b)
% __________
% __________
% __________
% __________
2.i To AbilityOne
$___________
$___________
$___________
$___________
(% of Line 1.b)
%___________
%___________
%___________
$___________

2.j To ANCs/Indian Tribes, Not SDBs

$___________
$___________
$___________
$___________
(% of Line 1.b)
%___________
%___________
%___________
%___________

2.k To ANCs/Indian Tribes, Not SBs

$___________
$___________
$___________
$___________
(% of Line 1.b)
%___________
%__________
%___________
%___________

ATTACHMENT E

PROPOSED SUBCONTRACTING PARTICIPATION BREAKDOWN

(TO BE SUBMITTED BY SMALL BUSINESSES)

Contractors Name

Address

MECHANICAL CONSTRUCTION MULTIPLE AWARD CONTRACT

NAVAL SUPPORT ACTIVITY CRANE, CRANE IN

Date

SUBCONTRACTING BREAKDOWN – (Base Year and/or All Bid Items excluding Options)

1. Estimated $ value of all planned subcontracting $________________

2. Estimated $ value of all work to be performed by offeror’s workforce $________________

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

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

1. Large Business: (LB)

NAME OF COMPANY TYPE OF SERVICES $ VALUE OF SUBCONTRACT

TOTAL: $________________

1. Small Business (SB)

NAME OF COMPANY TYPE OF SERVICES $ VALUE OF SUBCONTRACT

TOTAL: $________________

(1) SMALL DISADVANTAGED BUSINESSES: (SDB)

NAME OF COMPANY TYPE OF SERVICES $ VALUE OF SUBCONTRACT

TOTAL: $________________

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

NAME OF COMPANY TYPE OF SERVICES $ VALUE OF SUBCONTRACT

TOTAL: $_______________

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

NAME OF COMPANY TYPE OF SERVICES $ VALUE OF SUBCONTRACT

TOTAL: $________________

(4) VETERAN OWNED SMALL BUSINESS: (VOSB)

NAME OF COMPANY TYPE OF SERVICES $ VALUE OF SUBCONTRACT

TOTAL: $________________

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

NAME OF COMPANY TYPE OF SERVICES $ VALUE OF SUBCONTRACT

TOTAL: $________________

(6) HISTORICALLY BLACK COLLEGES AND UNIVERSITIES & MINORITY INSTITUTIONS: (HBCU/MI)

NAME OF C, U, OR MI TYPE OF SERVICES $ VALUE OF SUBCONTRACT

TOTAL: $________________

(7) ABILITYONE PROGRAM (FORMERLY JWOD) - NISH

NAME OF COMPANY TYPE OF SERVICES $ VALUE OF SUBCONTRACT

TOTAL: $________________

NOTES:

1. The sum of lines 4.a and 4.b must equal line 1.

2. Lines 4.b. (1) through 4.b (7) identify various categories of small businesses under the main small business (SB) group. Subcontracts to companies that qualify in multiple categories must be reported under each category. For example: if you are planning to subcontract $100,000 to ABC, a woman-owned small disadvantaged business that is also a certified HUBZone small business, you will report $100,000 on line 4.b SB, line 4.b (1) SDB, line 4.b (2) WOSB and line 4.b.(3) HUBZone SB.

Line Item

Base

Option 1

Option 2

TOTAL

DOLLARS

Total dollar value of this contract.

Total Subcontracted

Large Business

Small Business

SDB

WOSB

HUBZone SB

VOSB

SDVOSB

HBCU/MI

ABILITYONE -NISH

PERCENTAGES

*Large Business

*Small Business

*SDB

*WOSB

*HUBZone SB

*VOSB

*SDVOSB

*HBCU/MI

*ABILITYONE-NISH

*% of total dollars subcontracted

File details come from the government source that posted it. Updated .