Attachment F - Small Business Participation and Commitment Strategy.docx
DOCX document 24 KB Posted
- Solicitation number
- N4008519R9156
About this file
This attachment provides a template for an offeror's small business participation and commitment strategy in response to a federal solicitation. The template requires the offeror to estimate the dollar values and percentages of work to be performed by the prime contractor, other than small businesses, and various categories of small businesses including small disadvantaged businesses, women-owned small businesses, HUBZone small businesses, veteran-owned small businesses, and service-disabled veteran-owned small businesses. It also requires the offeror to provide details on any binding subcontracts and describe initiatives to enhance small business participation. A supplemental narrative of up to five pages can be added to address joint ventures and strategies for determining small business participation rates.
The related federal contract opportunity is a solicitation from the Department of the Navy Naval Facilities Engineering Command for design-build services to construct various facilities for the 5th Battalion, 10th Marines at Camp Lejeune in North Carolina. The project includes low-rise buildings for headquarters, vehicle maintenance shops, a humidity-controlled warehouse, an electronics shop, and an armory addition. The contract type will be firm-fixed-price with a period of performance of 934 days. The solicitation will utilize two-phase design-build procedures and be full and open competition with a NAICS code of 236220 and size standard of $36.5 million. The request for proposals is expected to be issued on July 24, 2019 via the Navy Electronic Commerce Online website.
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ATTACHMENT F
SMALL BUSINESS PARTICIPATION AND COMMITMENT STRATEGY
(OFFEROR’S NAME)
(ADDRESS)
Solicitation or Contract Number (Title of the Project) (Location) (Date Prepared)
INSERT INTRODUCTION/EXECUTIVE SUMMARY (Up to 2 pages maximum)
SMALL BUSINESS PARTICIPATION AND COMMITMENT STRATEGY – (Base and Option Years)
| 1. Estimated value of all planned subcontracting | $________________ | |
| ____% of contract |
| 2. Estimated value of all work to be self-performed | $________________ | |
| ____% of contract |
| 3. Total value of the proposal (sum of 1. and 2. above) | $________________ | |
| 100% of contract |
4. Subcontracts for products and services to be awarded under this project.
a. Self-Performed Work:
TYPE OF SERVICE/PRODUCT $ VALUE OF WORK
| TOTAL: $________________ | |
| PERCENTAGE OF CONTRACT VALUE (line 3) ________________% |
If the offeror is a small business, the Government will add self-performed work to the appropriate category(ies) in c. (1) through c. (6) below to calculate overall small business participation rates.
b. Other Than Small (OTS) Business Subcontracts**
NAME OF COMPANY* TYPE OF SERVICE/PRODUCT $ VALUE OF SUBCONTRACT
| TOTAL: $________________ | |
| PERCENTAGE OF CONTRACT VALUE (line 3) ________________% |
c. Small Business (SB) Subcontracts
NAME OF COMPANY* TYPE OF SERVICE/PRODUCT $ VALUE OF SUBCONTRACT
| TOTAL: $________________ | |
| PERCENTAGE OF CONTRACT VALUE (line 3) ______________% |
(1) SMALL DISADVANTAGED BUSINESSES: (SDB)
NAME OF COMPANY* TYPE OF SERVICE/PRODUCT $ VALUE OF SUBCONTRACT
| TOTAL: $________________ | |
| PERCENTAGE OF CONTRACT VALUE (line 3) ______________% |
(2) WOMEN-OWNED SMALL BUSINESSES: (WOSB)
NAME OF COMPANY* TYPE OF SERVICE/PRODUCT $ VALUE OF SUBCONTRACT
| TOTAL: $_______________ | |
| PERCENTAGE OF CONTRACT VALUE (line 3) ______________% |
(3) HISTORICALLY UNDERUTILIZED BUSINESS ZONE (HUBZone) CONCERN:
NAME OF COMPANY* TYPE OF SERVICES $ VALUE OF SUBCONTRACT
| TOTAL: $________________ | |
| PERCENTAGE OF CONTRACT VALUE (line 3) ______________% |
(4) VETERAN OWNED SMALL BUSINESS: (VOSB)
NAME OF COMPANY* TYPE OF SERVICES $ VALUE OF SUBCONTRACT
| TOTAL: $________________ | |
| PERCENTAGE OF CONTRACT VALUE (line 3) ______________% |
(5) SERVICE-DISABLED VETERAN OWNED SMALL BUSINESS: (SDVOSB)
NAME OF COMPANY* TYPE OF SERVICES $ VALUE OF SUBCONTRACT
| TOTAL: $________________ | |
| PERCENTAGE OF CONTRACT VALUE (line 3) ______________% |
(6) ABILITYONE PROGRAM ORGANIZATIONS
NAME OF ORG* TYPE OF SERVICES $ VALUE OF SUBCONTRACT
| TOTAL: $________________ | |
| PERCENTAGE OF CONTRACT VALUE (line 3) ______________% |
* For each company/organization listed, describe the nature of commitment to subcontract and whether or not it is legally binding. If unknown/to be determined, so indicate.
** Include any subcontracts to Historically Black Colleges and Universities/Minority Institutions (HBCU/MI) in the OTS Business listing.
NOTES:
1. The dollar sum of lines 4.b and 4.c (excluding (1)-(6)) must equal line 1.
2. Lines 4.c. (1) through 4.c. (6) identify various subcategories of small businesses. Subcontracts to companies that qualify in multiple categories must be reported under each category. For example: A $100,000 subcontract to ABC, a woman-owned, small disadvantaged business that is also a certified HUBZone concern, will be reported as $100,000 on line 4.c., SB, line 4.c. (1), SDB, line 4.c. (2), WOSB and line 4.c.(3), HUBZone concern.
3. Subcontracts to qualified nonprofit agencies participating in the AbilityOne Program are considered small business subcontracts for the purposes of this strategy and any associated small business subcontracting plan.
INSERT SUPPLEMENTAL NARRATIVES (limited to five pages) TO ADDRESS JOINT VENTURE PARTICULARS AND OTHER STRATEGY ELEMENTS SUCH AS THE NATURE OF COMMITMENTS/AGREEMENTS COVERING POST AWARD ROLES, SPECIFIC INITIATIVES AND TOOLS TO ENHANCE SMALL BUSINESS PARTICIPATION AND CAPABILITIES AND HOW SMALL BUSINESS PARTICIPATION RATES WERE DETERMINED.
CONTRACT LEVEL PERFORMANCE SUMMARY
This document summarizes participation (total contract performance, including self performance and subcontracted efforts) by type of business entity in terms of both dollar value and percentage of total contract value.
Base
Option 1
Option 2
TOTAL
DOLLARS
Total contract value
OTS Business*
SB*
SDB
WOSB
HUBZone SB
VOSB
SDVOSB
ABILITYONE
PERCENTAGES (of total contract value)
OTS Business*
SB*
OTSB + SB
| 100 |
| % |
| 100 |
| % |
| 100 |
| % |
| 100 |
| % |
SDB
WOSB
HUBZone SB
VOSB
SDVOSB
ABILITYONE
Include additional option years if applicable
* The sums of the “OTS Business” and “SB” dollars lines (excluding subcategories) must equal the associated dollar values on the “Total dollar value of this contract” line. The sum of “OTS Business” and “SB” percentage lines (again, excluding subcategories) must equal 100% and represent all work to be performed under the contract.
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