Attachment_H-_SB_Participation_Strategy.doc

ATTACHMENT H

SMALL BUSINESS PARTICIPATION AND COMMITMENT STRATEGY

(OFFEROR’S NAME)

(ADDRESS)

N44255-18-R-5004 Water Front Multiple Award Construction Contract NAVFAC Northwest AOR (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*

$ VALUE OF SUBCONTRACT

PERCENTAGE OF CONTRACT VALUE (line 3) ________________%

c. Small Business (SB) Subcontracts

NAME OF COMPANY*

PERCENTAGE OF CONTRACT VALUE (line 3) ______________%

(1) SMALL DISADVANTAGED BUSINESSES: (SDB)

NAME OF COMPANY*

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

NAME OF COMPANY*

TOTAL: $_______________

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

NAME OF COMPANY*

TYPE OF SERVICES

(4) VETERAN OWNED SMALL BUSINESS: (VOSB)

NAME OF COMPANY*

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

NAME OF COMPANY*

(6) ABILITYONE PROGRAM ORGANIZATIONS

NAME OF ORG*

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

** Include any subcontracts to Historically Black Colleges and Universities/Minority Institutions (HBCU/MI) in the OTS Business listing.

NOTES:

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

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

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

INSERT SUPPLEMENTAL NARRATIVES (limited to five pages) TO ADDRESS JOINT VENTURE PARTICULARS AND OTHER STRATEGY ELEMENTS SUCH AS THE NATURE OF COMMITMENTS/AGREEMENTS COVERING POST AWARD ROLES, SPECIFIC INITIATIVES AND TOOLS TO ENHANCE SMALL BUSINESS PARTICIPATION AND CAPABILITIES AND HOW SMALL BUSINESS PARTICIPATION RATES WERE DETERMINED.

CONTRACT LEVEL PERFORMANCE SUMMARY

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

Base

Option 1

Option 2

TOTAL

I. DOLLARS

Total contract value

OTS Business*

SB*

SDB

WOSB

HUBZone SB

VOSB

SDVOSB

ABILITYONE

II. PERCENTAGES (of total contract value)

OTS Business*

SB*

OTSB + SB

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.