SF30_SPE60124R0304_0001.PDF

AMENDMENT OF SOLICITATION/MODIFICATION OF CONTRACT

1. CONTRACT ID CODE

2. AMENDMENT/MODIFICATION NO.

See Block 14

4. REQUISITION/PURCHASE REQ. NO. 5. PROJECT NO. (If applicable)

6. ISSUED BY CODE SPE601 7. ADMINISTERED BY (If other than Item 6) CODE

8. NAME AND ADDRESS OF CONTRACTOR (No., street, county, State and ZIP Code)

CODE FACILITY CODE

SPE60124R0304

X

2024 APR 05

10A. MODIFICATION OF CONTRACT/ORDER NO.

10B. DATED (SEE ITEM 13)

11. THIS ITEM ONLY APPLIES TO AMENDMENTS OF SOLICITATIONS

The above numbered solicitation is amended as set forth in Item 14. The hour and date specified for receipt of OffersX is extended, is not extended.

or (c) By separate letter or telegram which includes a reference to the solicitation and amendment numbers. FAILURE OF YOUR ACKNOWLEDGMENT TO BE RECEIVED AT THE PLACE DESIGNATED FOR THE RECEIPT OF OFFERS PRIOR TO THE HOUR AND DATE SPECIFIED MAY RESULT IN REJECTION OF YOUR OFFER. If by virtue of this amendment you desire to change an offer already submitted, such change may be made by telegram or letter, provided each telegram or letter makes reference to the solicitation and this amendment, and is received prior to the opening hour and date specified.

1 copies of the amendment; (b) By acknowledging receipt of this amendment on each copy of the offer submitted;

Offers must acknowledge receipt of this amendment prior to the hour and date specified in the solicitation or as amended, by one of the following methods:

12. ACCOUNTING AND APPROPRIATION DATA (If required)

A. THIS CHANGE ORDER IS ISSUED PURSUANT TO: (Specify authority) THE CHANGES SET FORTH IN ITEM 14 ARE MADE IN THE CONTRACT ORDER NO.

IN ITEM 10A.

B. THE ABOVE NUMBERED CONTRACT/ORDER IS MODIFIED TO REFLECT THE ADMINISTRATIVE CHANGES (such as changes in paying office, appropriation date, etc. ) SET FORTH IN ITEM 14, PURSUANT TO THE AUTHORITY OF FAR 43.103(b).

C. THIS SUPPLEMENTAL AGREEMENT IS ENTERED INTO PURSUANT TO AUTHORITY OF:

E. IMPORTANT: Contractor is not, is required to sign this document and return copies to issuing office.

14. DESCRIPTION OF AMENDMENT/MODIFICATION (Organized by UCF section headings, including solicitation/contract subject matter where feasible.)

Except as provided herein, all terms and conditions of the document referenced in Item 9A or 10A, as heretofore changed, remains unchanged and in full force and effect.

15A NAME AND TITLE OF SIGNER (Type or print)

NSN 7540-01-152-8070

Previous edition unusable

STANDARD FORM 30 (REV. 10-83)

Prescribed by GSA FAR (48 CFR) 53.243

16B. UNITED STATES OF AMERICA15B. CONTRACTOR/OFFEROR

(Signature of Contracting Officer)(Signature of person authorized to sign)

16A. NAME AND TITLE OF CONTRACTING OFFICER (Type or print)

(a) By completing Items 8 and 15, and returning

DLA ENERGY AEROSPACE ENRGY-DLAE-M

BLDG 5730

1525 WURTSMITH STREET

JBSA LACKLAND TX 78236

15C. DATE SIGNED 16C. DATE SIGNED

D. OTHER (Specify type of modification and authority)

3. EFFECTIVE DATE

See Attached Continuation Sheet(s).

(X)

CHECK ONE

9A. AMENDMENT OF SOLICITATION NO.

9B. DATED (SEE ITEM 11)

13. THIS APPLIES ONLY TO MODIFICATIONS OF CONTRACTS/ORDERS.

IT MODIFIES THE CONTRACT/ORDER NO. AS DESCRIBED IN ITEM 14.

X

CONTINUATION SHEET REFERENCE NO. OF DOCUMENT BEING CONTINUED:

CONTINUED ON NEXT PAGE

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SPE60124R0304 - 0001

The purpose of amendment 0001 is to notify offerors the closing date remains unchanged at 6 May 2024, 4:00PM Central Time.

A. Additionally, provide the following Government responses to industry questions:

1. Request DLA provide name and contact information for logistics companies that Government uses to secure the empty drums, a marine surveyor to approve the shipment and a Hazmat trucking company to bring the empty container from the port and then return it to the port with the empty drums. Does the Government have points of contacts in California?

Government Response 1: The Government doesn’t have any companies that they can provide for the west coast support.

East Coast: American Maritime Consulting Inc., Dominique Digeon (Surveyor), Email: ddinmi@hotmail.com, cell# 954-940-8280 , Packing cargo: Antonio (Tony) Gonzalez, 321-508-0878, email: tgonzalez@ottrans.com

2. Can MMH be delivered in isotainers to Cape Canaveral (CC) or VSFB?

Government Response 2: At present, ISO containers are not considered acceptable for delivery. However, they may be deemed acceptable if the offeror provides offloading procedures, drawings, etc. Once this information is provided to both locations (Cape Canaveral and VSFB), an offloading operating procedure will need to be developed. Please note that this approval process may take up to six months.

3. Can MMH be deliver in drums to CC or VSFB?

Government Response 3: Drums are not acceptable it must be a pressure vessel to transfer a secondary container.

Currently the only acceptable containers are UN & DOT 4BW cylinders.

4. Can we deliver a full isotainer (39,683 LBS)?

Government Response 4: At present, ISO containers are not considered acceptable for delivery. However, they may be deemed acceptable if the offeror provides offloading procedures, drawings, etc. Once this information is provided to both locations (Cape Canaveral and VSFB), an offloading operating procedure will need to be developed. Please note that this approval process may take up to six months.

5. Or is there a preference for delivery by truck (approx. 15,000 LBS)?

Government Response 5: At present, the only acceptable bulk tanker is the MC338, as per DOT SP 10631. Any other larger vessels must undergo approval as outlined in Government Response 2.

6. Will CC and VSFB off load product upon arrival or will isotainer/truck need to remain on base as storage?

Government Response 6: Historically, the government takes approximately 60 days to offload MMH from the date of receipt from the vendor. During the initial 60 days, the cylinder is in the possession of the government at no charge.

7. There is a requirement to submit both an SDS and an MSDS. As SDSs replaced MSDSs several years ago, we only have an SDS for MMH. Will this be acceptable?

Government Response 7: Yes, it is acceptable for offeror to submit Safety Data Sheet (SDS) instead of Material Safety Data Sheet (MSDS).

8. Dates for Item 0003 do not match. Period of Performance listed initially as 07/16/2025 – 7/15/2026. And later as 07/16/2026 – 07/15/2027.

Government Response 8: The period of performance for CLIN 0003 is correct: 07/16/2025 – 07/15/2027. CLIN 0003 represents Year 2 MMH for Cape Canaveral, FL, as customer will not receive any product during Year 1.

9. The SOO requests a “cylinder lease rate” after 60 days and up to 6 months. What happens after 6 months?

Government Response 9 : Historically, the government takes approximately 60 days to offload MMH from the date of receipt from the vendor. During the initial 60 days, the cylinder is in the possession of the government at no charge.

The cylinder lease rate will apply after the initial 60 days. The government is requesting that the vendor propose a monthly rate for the period after the initial 60 days.

10. Attachment G includes line items (0006 and 0007) for Tank Usage Fee. Is this the Cylinder Lease Rate noted above?

How do we calculate extended price without the number of lease days?

Government Response 10: Historically, the government takes approximately 60 days to offload MMH from the date of receipt from the vendor. During the initial 60-day period, the cylinder remains in the possession of the government at no charge. After the initial 60 days, the cylinder lease rate will apply. The government kindly requests that the vendor propose a monthly rate for the period following the initial 60 days.

11. Attachment K requires the offeror to include “total price along with discount terms” on the Cover Page.

Conversely, instructions for the Price Proposal state that “no price data of any kind” should be included in any other part of the proposal. Please let us know which is correct.

Government Response 11: To clarify “no price data of any kind should be included in any other part of the proposal” specifically the technical proposal. In accordance with solicitation Note to Offerors, paragraph 11, STANDARD FORM

PAGE 3 OF 5 PAGES

SPE60124R0304 - 0001

1449 AND PRICING WORKSHEET: Prices shall be annotated on BOTH, the SF 1449 and Attachment G -Pricing. Worksheet SPE60124R0304 provided as part of this solicitation. Pricing worksheet shall be submitted in Excel format and remain unlocked. Proposed prices shall not exceed second decimal placed. Additionally, offeror may include and annotate discount terms on SF 1449 in block 12.

12. Regarding the Statement of Objectives, several items in the product specification were listed with a < and Max.

For example: < 0.5 ppm max Tin. We believe that all the items paragraph (2)(1)(a) should be listed as “max”.

(Specifically, items ii through vii). Please confirm.

Government Response 12: Correct, this was an oversight and the Government neglected to delete the < symbol.

13. What is desired for Carbonaceous material analysis?

Government Response 13: This question is unclear. DLA specifically call out methylamine and ammonia and then lump all other organics together; each with its own limit.

14. The solicitation does not include an economic price adjustment clause. Will the government consider adding the economic price adjustment clause at FAR 52.216-2 Economic Price Adjustment-Standard Supplies to the solicitation?

Government Response 14: The Government may consider adding FAR Clause 52.216-2 Economic Price Adjustment Standard Supplies through mutual agreement of the parties at the time of award.

15. Shipping of MMH to the US is not always feasible with a US-flag vessel. Will the government consider deleting or modifying FAR 52.247-64 Preference for Privately Owned U.S.-Flag Commercial Vessels?

Government Response 15: The government will not consider deleting or modifying FAR 52.247-64 Preference for Privately Owned U.S.-Flag Commercial Vessels, as it is mandated by law to ship supplies via US-flag vessels. Additionally, if the contractor notifies the contracting officer that no U.S.-flag vessels are available, the contracting officer shall request confirmation of nonavailability from Military Sealift Command (MSC) or Military Surface Deployment and Distribution Command (SDDC) prior to requesting a waiver or granting an exception.

16. Will the contractor be permitted to rely on exchange rates current as of the time of shipment when invoicing the government? If not, will the government consider allowing the contractor to do so?

Government Response 16: No, foreign exchange rates are not applicable to this solicitation, as offerors shall submit unit prices in US Dollars.

17. Can the government confirm whether this contract will include or require the use or creation of any covered defense information, as that term is defined in DFARS 252.204-7012?

Government Response 17: This requirement does not include “Covered Defense Information” as defined in DFARS 252.204-7012 or Controlled Unclassified Information (CUI) Registry at http://www.archives.gov/cui/registry/category-list.html.

18. FAR 52.203-13 Contractor Code of Business Ethics and Conduct. In brief, this clause requires the contractor to have an ethics program in place, including for reporting fraud, waste, and abuse, as well as a written code of business ethics and conduct. This is new to us and we would like to get further detail on our obligations.

Government Response 18: In accordance with FAR 3.1004 (a) Insert the clause at FAR 52.203-13, Contractor Code of Business Ethics and Conduct, in solicitations and contracts if the value of the contract is expected to exceed $6 million and the performance period is 120 days or more. Offeror shall review FAR 52.203-13, which outlines what the contractors shall do.

19. DFARS 252.204-7019 Notice of NIST SP 800-171 DOD Assessment Requirements and DFARS 252.204-7020 NIST SP 800-171 DOD Assessment Requirements. This requires the contractor to provide DOD with an assessment of the contractor’s NIST SP 800-171 compliance, if applicable.

Government Response 19: In accordance with DFARS 204.7304(d) use the provision at 252.204–7019, Notice of NIST SP 800– 171 DoD Assessment Requirements, in all solicitations, including solicitations using FAR part 12 procedures for the acquisition of commercial items. The effective date of the clause is November 2023.

20. DFARS 252.204-7012, which subjects a contractor to NIST SP 800-171 if it uses or transmits controlled unclassified information (CUI) or other protected information. A scan of the CUI registry does not indicate to that this contract is covered. Clarification whether DLA has modified their position about cybersecurity.

Government Response 20: In accordance with DFARS 204.7304(c) use the clause at 252.204-7012, Safeguarding Covered Defense Information and Cyber Incident Reporting, in all solicitations and contracts, including solicitations and contracts using FAR part 12 procedures for the acquisition of commercial items. The effective date of the clause is January 2023.

B. Offerors are required to submit the completed DLA Small Business (SB) Subcontracting Plan form along with their proposal. The Solicitation Attachment N, which contains the DLA SB Subcontracting Plan form, is being issued with amendment 0001.

PAGE 4 OF 5 PAGES

SPE60124R0304 - 0001

Point of contact for this solicitation is:

TAMMIE D.CAMPBELL

CONTRACTING OFFICER

EMAIL: TAMMIE.CAMPBELL@DLA.MIL

CONTINUATION SHEET REFERENCE NO. OF DOCUMENT BEING CONTINUED: PAGE 5 OF 5 PAGES

SPE60124R0304 - 0001

Attachments

List of Attachments

Description File Name ATTACH_N Attachment N - DLA SB

Subcontracting Plan Form.

docx

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DLA ENERGY - SMALL BUSINESS SUBCONTRACTING PLAN, Dec 2023

Microsoft Word - SMALL BUSINESS SUBCONTRACTING PLAN5.doc s823832

D:20020906090050Z

D:20050613133639- 04'00'

SMALL BUSINESS SUBCONTRACTING PLAN

Date:

Offeror name and address:

Type of plan (check one): If Individual, supply solicitation number; if Commercial, supply effective period.

Individual

________________________Solicitation number

Commercial ___________

Effective begin date

Effective end date

The following, along with any attachments, is hereby submitted as a Subcontracting Plan to satisfy the applicable requirements of Public Law 95-507, Public Law 99-661, and paragraph (d) of FAR Clause

52.219-9, Small Business Subcontracting Plan.

Total Contract Value

(completed by Contracting Officer which includes contract award and all options).

PART 1 – SUBCONTRACTING GOALS

A. Total dollars planned to be subcontracted: $________________

Dollars Percentage

SB

VOSB

SD-VOSB

HUBZone

SDB

B. Dollars and percentages planned to be subcontracted to large business concerns.

WOSB

D. Description of principal types of supplies and services to be subcontracted to each of the SB concerns:

SB

VOSB

SD-VOSB

HUBZone

SDB

WOSB

LB

C. Dollars and percentages planned to be subcontracted to SB concerns. Percentages should be expressed as a percentage of the total dollars planned to be subcontracted. The offeror shall include all subcontracts that contribute to contract performance.

Prescribed by: Para. D of FAR clause 52.219-9 Sponsor: DLA Energy

Total Projected Sales

(completed by the Contractor for commercial subcontracting plans only.)

SMALL BUSINESS SUBCONTRACTING PLAN

E. Describe method used to develop these goals (e.g. based on procurement history, available resources, etc.):

No

Yes

F. Were indirect costs included in establishing these goals?

If yes, describe the method used to determine proportionate share of indirect costs to be incurred with each of the SB concerns:

SB

VOSB

SD-VOSB

HUBZone

SDB

WOSB

PART 2 – SUBCONTRACTING PROCEDURES

E-Mail

(Reference FAR Part 52.219-9(d), Small Business Subcontracting Plan, (Par 9-15) for specific duties as they relate to the firm's subcontracting program and include additional duties the company has designated).

Name:

Title:

A.

Individual who will administer the offeror's subcontracting program

B. Indicate methods used to identify potential sources for solicitation purposes:

Existing company source listsNational Minority Purchasing Council Vendor Information Service

Trade Associations

Federal government development centers such as DoD's Procurement Technical Assistance Center (PTAC), SBA's Small Business Development Center (SBDC) and Department of Commerce's Minority Business Development Center (MBDC)

Other: ___________________________________________________________________

Description of Duties:

Phone:

SMALL BUSINESS SUBCONTRACTING PLAN

C: Describe methods used to assure that SB, VOSB, SD-VOSB, HUBZone, SDB and WOSB concerns are provided an equitable opportunity to compete for subcontracts.

PART 3 – SUBCONTRACTING PLAN MANAGEMENT

The offeror certifies, by signature on this plan, that the following procedures regarding management of this subcontracting plan will be enacted and maintained. The contractor agrees to provide the following:

(1) Assist small business, veteran-owned small business, service-disabled veteran-owned small business, HUBZone small business, small disadvantaged business, and women-owned small business concerns by arranging solicitations, time for the preparation of bids, quantities, specifications, and delivery schedules so as to facilitate the participation by such concerns. Where the Contractor's lists of potential small business, veteran-owned small business, service-disabled veteran-owned small business, HUBZone small business, small disadvantaged business, and women-owned small business subcontractors are excessively long, reasonable effort shall be made to give all such small business concerns an opportunity to compete over a period of time.

(2) Provide adequate and timely consideration of the potentialities of small business, veteran-owned small business, service-disabled veteran-owned small business, HUBZone small business, small disadvantaged business, and women-owned small business concerns in all “make-or-buy” decisions.

(3) Counsel and discuss subcontracting opportunities with representatives of small business, veteran-owned small business, service-disabled veteran-owned small business, HUBZone small business, small disadvantaged business, and women-owned small business firms.

(4) Confirm that a subcontractor representing itself as a HUBZone small business concern is identified as a certified HUBZone small business concern by accessing the SAM database or by contacting SBA.

(5) Provide notice to subcontractors concerning penalties and remedies for misrepresentations of business status as small, veteran-owned small business, HUBZone small, small disadvantaged or women-owned small business for the purpose of obtaining a subcontract that is to be included as part or all of a goal contained in the Contractor's subcontracting plan.

(6) Assurances that the Contractor will include the clause of this contract entitled "Utilization of Small Business Concerns" in all subcontracts that offer further subcontracting opportunities, and that the Contractor will require all subcontractors (except small business concerns) that receive subcontracts in excess of the applicable threshold specified in FAR 19.702(a) on the date of subcontract award, with further subcontracting possibilities to adopt a subcontracting plan that complies with the requirements of this clause.

(7) Assurances that the Contractor will -

(i) Cooperate in any studies or surveys as may be required;

(ii) Submit periodic reports so that the Government can determine the extent of compliance by the Contractor with the subcontracting plan;

(iii) After November 30, 2017, include subcontracting data for each order when reporting subcontracting achievements for an indefinite-delivery, indefinite-quantity contracts with individual subcontracting plans where the contract is intended for use by multiple agencies;

(iv) Submit the Individual Subcontract Report (ISR) and/or the Summary Subcontract Report (SSR), in accordance with paragraph (l) of this clause using the Electronic Subcontracting Reporting System (eSRS) at http://www.esrs.gov. The reports shall provide information on subcontract awards to small business concerns (including ANCs and Indian tribes that are not small businesses), veteran-owned small business concerns, service-disabled veteran-owned small business concerns, HUBZone small business concerns, small disadvantaged business concerns (including ANCs and Indian tribes that have not been certified by SBA as small disadvantaged businesses), women-owned small business concerns, and for NASA only, Historically Black Colleges and Universities and Minority Institutions. Reporting shall be in accordance with this clause, or as provided in agency regulations;

(v) Ensure that its subcontractors with subcontracting plans agree to submit the ISR and/or the SSR using eSRS;

(vi) Provide its prime contract number, its unique entity identifier, and the e-mail address of the Contractor's official responsible for acknowledging receipt of or rejecting the ISRs, to all first-tier subcontractors with subcontracting plans so they can enter this information into the eSRS when submitting their ISRs; and

(vii) Require that each subcontractor with a subcontracting plan provide the prime contract number, its own unique entity identifier, and the e-mail address of the subcontractor's official responsible for acknowledging receipt of or rejecting the ISRs, to its subcontractors with subcontracting plans.

(8) A description of the types of records that will be maintained concerning procedures that have been adopted to comply with the requirements and goals in the plan, including establishing source lists; and a description of the Contractor's efforts to locate small business, veteran-owned small business, service-disabled veteran-owned small business, HUBZone small business, small disadvantaged business, and women-owned small business concerns and award subcontracts to them. The records shall include at least the following (on a plant-wide or company-wide basis, unless otherwise indicated):

(i) Source lists (e.g., SAM), guides, and other data that identify small business, veteran-owned small business, service-disabled veteran-owned small business, HUBZone small business, small disadvantaged business, and women-owned small business concerns.

(ii) Organizations contacted in an attempt to locate sources that are small business, veteran-owned small business, service-disabled veteran-owned small business, HUBZone small business, small disadvantaged business, or women-owned small business concerns.

(iii) Records on each subcontract solicitation resulting in an award of more than the simplified acquisition threshold, as defined in FAR 2.101 on the date of subcontract award, indicating -

(A) Whether small business concerns were solicited and, if not, why not;

(B) Whether veteran-owned small business concerns were solicited and, if not, why not;

(C) Whether service-disabled veteran-owned small business concerns were solicited and, if not, why not;

(D) Whether HUBZone small business concerns were solicited and, if not, why not;

(E) Whether small disadvantaged business concerns were solicited and, if not, why not;

(F) Whether women-owned small business concerns were solicited and, if not, why not; and

(G) If applicable, the reason award was not made to a small business concern.

(iv) Records of any outreach efforts to contact -

(A) Trade associations;

(B) Business development organizations;

(C) Conferences and trade fairs to locate small, HUBZone small, small disadvantaged, service-disabled veteran-owned, and women-owned small business sources; and

(D) Veterans service organizations.

(v) 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.

(vi) On a contract-by-contract basis, records to support award data submitted by the Contractor to the Government, including the name, address, and business size of each subcontractor. Contractors having commercial plans need not comply with this requirement.

(vii) Assurances that the Contractor will make a good faith effort to acquire articles, equipment, supplies, services, or materials, or obtain the performance of construction work from the small business concerns that it used in preparing the proposal for the modification, in the same or greater scope, amount, and quality used in preparing and submitting the modification proposal. Responding to a request for a quote does not constitute use in preparing a proposal. The Contractor used a small business concern in preparing the proposal for a modification if -

(A) The Contractor identifies the small business concern as a subcontractor in the proposal or associated small business subcontracting plan, to furnish certain supplies or perform a portion of the subcontract; or

(B) The Contractor used the small business concern's pricing or cost information or technical expertise in preparing the proposal, where there is written evidence of an intent or understanding that the small business concern will be awarded a subcontract for the related work when the modification is executed.

(viii) Assurances that the Contractor will provide the Contracting Officer with a written explanation if the Contractor fails to acquire articles, equipment, supplies, services or materials or obtain the performance of construction work as described in (d)(12) of this clause. This written explanation must be submitted to the Contracting Officer within 30 days of contract completion.

(ix) Assurances that the Contractor will not prohibit a subcontractor from discussing with the contracting officer any material matter pertaining to the payment to or utilization of a subcontractor.

(x) Assurances that the offeror will pay its small business subcontractors on time and in accordance with the terms and conditions of the underlying subcontract, and notify the contracting officer when the prime contractor makes either a reduced or an untimely payment to a small business subcontractor (see 52.242-5).

___________________________ Deputy's/Director's signature

D. Division Chief's ApprovalIs SDB goal less than 5%?

If yes, a Division Chief's signature, one level above Contracting Officer is required:

___________________________ Small Business Specialist's signature

____________________________ Typed name and title

____________ Date

E. Small Business Specialist's Approval

Small Business Specialist's Rationale:

PART 4 – AGREEMENT AND APPROVAL SIGNATURES

___________________________ Contracting Officer's signature

____________________________ Typed name, title, and Business Unit

____________ Date

C. Contracting Officer's Approval

___________________________ Typed name, title, and Business Unit

____________ Date

B. Reviewed By:

___________________________ Contract Specialist 's signature

____________________________ Typed name and title

____________ Date

A. Offeror's agreement

___________________________ Offeror's signature

F. Small Business Administration Procurement Center Representative's

Approval

PART 4 – AGREEMENT AND APPROVAL SIGNATURES, CONT.

Small Business Administration Procurement Center Representative's Rationale:

___________________________ Small Business Administration Procurement

Center Representative's signature

Typed name and title

_____________ Date

PART 1 - SUBCONTRACTING GOALS Instructions

Calculating Total Planned Subcontracting Dollars

A. Total estimated dollar value of all planned subcontracting for an Individual

Contract Plan; or the offeror's total projected sales, expressed in dollars, and the total value of projected subcontracts to support the sales for a Commercial

Plan; i.e., the sum of LB and SB: $___________________ (This number will be auto calculated when the total Large Business (LB) and total Small Business (SB) fields are populated.)

B. Total estimated dollar value of planned subcontracting with large businesses (LB):

Total estimated dollar value of planned subcontracting with small businesses (SB):

C. Total estimated dollar value and percent of planned subcontracting with small businesses (include veteran-owned, service-disabled veteran-owned, HUBZone, disadvantaged and women-owned small business concerns):

$_____________ (Percentage of total dollars will auto populate)

Calculating Small Business Subcategories

These numbers have already been captured in SB dollars; therefore, you don't need to roll them up to equal the total small business dollars allocated above. It is possible to have one company that fits into more than one category (i.e. SDVOSB and HUBZone) and the same dollar amount would be allocated to both categories.

General Instructions

Instructions for Contractors

1. Complete Form

2. Save the completed form in PDF

3. Print saved copy and sign

4. Scan signed copy

5. Email the completed, scanned SIGNED copy

Instructions for Contracting Officer and Contract Specialist

1. Contracting Officer/Contract Specialist MUST review and sign electronically with your CAC to make a determination of adequacy PRIOR to forwarding to your Major Subordinate Command’s (MSC) Office of Small Business Programs’ email mailbox. When signing, follow the following steps:

a. Click on Tools

b. Scroll Down to Review and Approve

c. Click on Comment

d. Click on the T

e. Type Name and Title

f. Type Date

g. Click on Tools

h. Scroll Down to Forms and Signatures

i. Click on Certificates

j. Click on Digitally Sign

k. Place Cursor on Signature Block

l. Hold and Drag Across Signature Block

m. Save

2. Once all signatures are completed for approval and the subcontracting form is returned to the contracting office, the contracting officer and/or contract specialist, MUST forward a copy of the subcontracting plan to the Area

Director, Office of Government Contracting, in the SBA area office where the contractor's headquarters is located.

Note: JavaScript must be enabled in order for calculations to function.

TERMS AND DEFINITIONS

The following terms and acronyms are used throughout this form:

Commercial Plan – a subcontracting plan (including goals) that covers the offeror's fiscal year and that applies to the entire production of commercial items sold by either the company or a portion thereof (e.g. division, plant, or production line).

Individual Plan – a subcontracting plan that covers the entire contract period.

SB – Small Business concern

VOSB – Veteran Owned Small Business concern

SD-VOSB – Service-Disabled Veteran Owned Small Business concern

HUBZone – Historically Underutilized Business Zone

SDB – Small Disadvantaged Business concern

WOSB – Women-Owned Small Business concern

Direct and Indirect Cost – Overhead activities may be used to supplement direct charge activities. Contractors are encouraged to use indirect costs to meet goals when direct costs subcontracting opportunities are restrictive toward meeting established goals.

Enter Offeror Name and Address:

Enter date:

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Describe methods:

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Enter name of subcontractor:

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Describe assurance of concerns:

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Enter date director signed:

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