J_-_8_Subcontracing_Evaluation_Form.doc

ATTACHMENT J – 8 Subcontracting Plan

SMALL BUSINESS SUBCONTRACTING PLAN

P.L. 95-507, FAR 19.704, FAR 52.219-9, FAR 19.708

DFARS 219.705-4, FAR 19.705-2, DFARS 252.219-7005

Subcontracting plans for awards to SB, HUBZone, SDB, WOB, SDVOSB, and VOSB, are required in accordance with FAR 19‑702 and clause 52.219‑9. Each solicitation for a contract, amendment or modification which exceeds $500,000 ($1,000,000 for construction) and which offers subcontracting possibilities, must contain the subcontract plan clause. However, subcontracting plans are not required:

· From small business concerns;

· For personal services contracts;

· For contracts or contract modifications that will be performed entirely outside of any State, territory, or possession of the United States, the District of Columbia, and the Commonwealth of Puerto Rico.

For contracts with options, the cumulative value of the basic contract and all options is considered in determining whether a subcontracting plan is necessary. If one is required, the plan shall have separate parts, one for the basic contract and one for each option.

I. Contract or Solicitation Number and Description:

II.

Sole Source ( )

Competitive ( )

Commercial Sub-Contracting Plan Yes____ No___

Master Sub-Contracting Plan (FAR 19.704 (b) Yes___ No___

Comprehensive Sub-Contracting Plan (DFARS 219-702 (a) Yes___ No ___

III.

Contract Value: ________________________________________________________________

(Note: for multi-year contracts or contracts with options, the cumulative value of the basic contract and all options is considered in determining whether a subcontracting plan is necessary.)

IV. Contract Date: _________________________________________________________________

V.

Contractor Name:_______________________________________________________________

Address: _______________________________________________________________

Phone Number:_________________________________________________________________

VI.

Determination as to Subcontracting Opportunities

A. This is to certify that a review has been conducted of the types of efforts expected to be required to accomplish the work.

B. As a result of this review it has been determined that no subcontracting opportunities exist under this contract. Therefore, no subcontracting plan is required under the contract.

No subcontracting opportunities (Complete sections IX through XI)

Subcontracting opportunities

VII.

Required Elements in the Subcontracting Plan (FAR 19.704 & 52.219-9(d))

A. Subcontracting Goals:

1.

Total dollars planned to be subcontracted:

2. Total dollars planned to be subcontracted to small businesses: (23% Goal)

3. Total dollars planned to be subcontracted to veteran/service-disabled veteran owned small businesses (if less than 3% provide justification under section VIII and signatures through XII)

4. Total dollars planned to be subcontracted to HUBZone small businesses (if less than 3% provide justification under section VIII and signatures through XII)

5. Total dollars planned to be subcontracted to SDBs to include HBCU/MI (if less than 5% provide justification under section VIII and signatures through XIII) (Approval required two levels above PCO – DFARS 219-705-4)

6. Total dollars planned to be subcontracted to to woman owned small businesses (if less than 5% provide justification under Section

VIII and signatures through XII)

7. A description of the principal types of supplies and services to be subcontracted to (I) small businesses and (II) small disadvantaged businesses.

Yes _____ No______

8. A description of the method used to develop proposed subcontractor goals.

9. A description of the method used to identify potential sources for solicitation purposes.

10. A statement as to whether or not the offeror included indirect costs in established subcontracting goals and a description of the method used to determine the proportionate share of indirect costs to be incurred with (I) small business concerns and (II) small disadvantaged business concerns.

B. Subcontract Program Administrator:

1. Program Administrator Name: _______________________________________

Address: ________________________________________________________

Phone Number: ___________________________________________________

2. A description of the duties of the program administrator.

C. Assurance of Equitable Opportunity:

1.

A description of the efforts the offeror will make to assure that small business concerns and small disadvantaged business concerns have an equitable opportunity to compete for subcontracts. Yes _____ No______

D.

Assurance of Subcontracting Clauses Subcontracts

1. Assurance that the offeror will include the clause entitled “Utilization of Small Business Concerns and Small Disadvantaged Business Concerns” in all subcontracts that offer further subcontracting opportunities. Yes _____ No______

2.

Assurance that the offeror will require all subcontractors (except small business concerns) who receive subcontracts in excess of $500,000 ($1,000,000 for construction) to adopt a plan similar to the plan agreed to by the offeror.

E.

Assurance of Cooperation and Report Submission

1.

Assurance that the offeror will cooperate in any studies or surveys as may be required. Yes _____ No______

2.

Assurance that the offeror will submit periodic reports in order to allow the Government to determine the extent of compliance by the offeror with the subcontracting plan. Yes _____ No______

3.

Assurance that the offeror will submit Standard Form (SF) 294, Subcontracting Report for Individual Contracts and SF 295 Summary Subcontracting Report, in accordance with the instruction on the forms. Yes _____ No______

4.

Assurance that the offeror will ensure that is subcontractors agree to submit SF 294 and SF 295. Yes _____ No______

F. Recitation of Records to be Maintained

1. Assurance of or the recitation of the type of records, such as the following, the offeror will maintain to demonstrate procedures that have been adopted to comply with the requirements and goals in the plan:

a.

Source lists and guides

b. Organizations contacted in attempt to locate sources that are small and disadvantaged business concerns. Yes _____ No______ c.

Records on each subcontract solicitation resulting in an award of more than $100,000 indicating: (a) whether small business concerns were solicited and if not, why not; (b) whether small disadvantaged business concerns were solicited and if not, why not; and (c) if applicable, the reason award was not made to a small business concern. Yes _____ No______ d.

Records of any contract efforts to contract (a) trade associations, (b) business development organizations, and (c) conference and trade fairs to locate small and small disadvantaged business source. Yes _____ No______ e.

Records of internal guidance and encouragement provided to buyers through: (a) workshops, seminars, training, etc.; and (b) monitoring performance to evaluate compliance with the program’s requirements. Yes _____ No______

f. Records on a contract –by-contract basis, to support award date submitted by the offeror to the government, including the name, address, and business size to each subcontractor.

VIII.

Incentive for Subcontracting with Small Businesses, Small Disadvantaged Businesses, Historically Black Colleges and Universities, and Minority Institutions.

A. If the contractor exceeds the small business goal of its subcontracting plan at the completion of contract performance, the contractor will receive (insert appropriate number between 1 and 10) percent of the excess. ____________%

IX.

Remarks

X. Reviewed by the MSC SBS:______________________________________

Date: ________________________________________

Acceptable/ Not Acceptable: _____________________________________

XI. Review by MSC Contract Specialist: _______________________________

Date: ___________________________________________

Acceptable/ Not Acceptable: ______________________________________

Specialist Code and phone: ______________________________________

XII. Reviewed by the SBA PCR:______________________________________

Date: ________________________________________

Acceptable/ Not Acceptable: _____________________________________

XIII. This plan has been approved two levels above the contracting officer in accordance with DFARS 219.705-4, FAR 19.705-2

Signature

Date