ATTACHMENT_5_-_SB_Participation_Plan_Template.doc

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Attached to
REPLACE PALLET CONVEYOR SYSTEM-BLDG 499-DDRT Federal contract opportunity
Solicitation number
SP3300-17-Q-5012
Issued by
Defense Logistics Agency Distribution

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ATTACHMENT 5 - SB PARTICIPATION PLAN TEMPLATE

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SP330017Q5012

ATTACHMENT 5 - SBPP

Small Business Participation Plan (SBPP)

(Recommended Format)

Contractor Name: ______________________________________________________________________

Address: ______________________________________________________________________

Total Dollar Value of Contract: $____________.

NOTE: For contracts containing options, the percentage goals and dollars must be shown separately for the basic contract period and for EACH option period.

(1) – GOALS. In the tables on pages 2 and 3, state the percentage of total planned participation dollars that will go to all Small Business (SB) concerns (no special designation), Small Disadvantaged Business (SDB) concerns, Women-Owned Small Business (WOSB) concerns, Veteran-Owned Small Business (VOSB) concerns, Service Disabled Veteran-Owned Small Business (SDVOSB) concerns, and HUBZone Small Business (HZSB) concerns. Note that percentage goals may be repeated across categories. Example, a business may be small, service-disabled, and HUBZone.

(2) – STATEMENT OF DOLLARS. In the tables on pages 2 and 3, state the planned participation dollars that will go to all Small Business (SB) concerns (no special designation), Small Disadvantaged Business (SDB) concerns, Women-Owned Small Business (WOSB) concerns, Veteran-Owned Small Business (VOSB) concerns, Service Disabled Veteran-Owned Small Business (SDVOSB) concerns, HUBZone Small Business (HZSB) concerns, as applicable. Dollars may be repeated across categories. Example, a business may be small, service-disabled, and located in a HUBZone.

STATEMENT OF GOALS AND DOLLARS - SBPP

Note1: Small business offerors can achieve goals through their own performance/participation as a prime without having to subcontract.

Note 2: Total dollars to small business plus total dollars to large business equals total contract value.

SMALL BUSINESS (Overall)

HUBZONE SMALL BUSINESS

Base Year
$
Base Year
$
OY 1
$
OY 1
$
OY2
$
OY2
$
OY3
$
OY3
$
OY4
$
OY4
$
Total
$
Total
$
_________%
Percent of Total Subcontracting Dollars
_________%
Percent of Total Subcontracting Dollars
_________%
Percent of Total Contract Value
_________%
Percent of total Contract Value

SMALL DISADVANTAGED BUSINESS

SERVICE-DISABLED VETERAN-OWNED SB

Base Year
$
Base Year
$
OY 1
$
OY 1
$
OY2
$
OY2
$
OY3
$
OY3
$
OY4
$
OY4
$
Total
$
Total
$
_________%
Percent of Total Subcontracting Dollars
_________%
Percent of Total Subcontracting Dollars
_________%
Percent of total Contract Value
_________%
Percent of total Contract Value

WOMAN-OWNED SMALL BUSINESS

VETERAN-OWNED SMALL BUSINESS

Base Year
$
Base Year
$
OY 1
$
OY 1
$
OY2
$
OY2
$
OY3
$
OY3
$
OY4
$
OY4
$
Total
$
Total
$
_________%
Percent of Total Subcontracting Dollars
_________%
Percent of Total Subcontracting Dollars
_________%
Percent of total Contract Value
_________%
Percent of total Contract Value

STATEMENT OF GOALS AND DOLLARS – SBPP (cont)

Ability One (NIB/SourceAm)

Base Year
$
OY 1
$
OY2
$
OY3
$
OY4
$
Total
$
_________%
Percent of Total Subcontracting Dollars
_________%
Percent of total Contract Value

SUMMARY

Total proposed dollars to be Performed by Small Business PRIME
$
Total proposed dollars to be performed by small business subcontractors other than Prime
$
Total proposed dollars to be performed by large business subcontractors
$

IDENTIFICATION OF PLAN PARTICIPANTS– SBPP (cont)

Cage Codes for Designated Participants Other than Prime
CAGE CODES
Subcontractor Company Names

CAGE Code(s) for Small Bus (no special designation)

CAGE Code(s) for Small Disadvantaged Bus

CAGE Code(s) for Women-Owned Small Bus

CAGE Code(s) for Veteran-Owned Small Bus

CAGE Code(s) for Service-Disabled Veteran-Owned Small Bus

CAGE Code(s) for HubZone Small Bus

CAGE Code(s) for Small Business Prime Contractor

CAGE Code(s) for Large Business Prime Contractor

CAGE Code(s) for Large Business Other than Prime Contractor

CAGE Code(s) for Ability One (JWOD) Non Profit Center(s)

CAGE Code(s) for MBA Partners

Failure to complete all tables for dollars, percentages, and cage codes may negatively affect the evaluation of the overall plan.

(3) – DESCRIPTION OF PRINCIPLE TYPES OF SUPPLIES AND SERVICES TO BE PROVIDED BY SMALL BUSINESS PLAN PARTICIPANTS

PRINCIPLE PRODUCTS
S

B S

D

B W

O

S

B V

O

S

B S

D

V

O

S

B H

Z

S

B A B

I

L

I

T

Y

O

N

E

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