Attach0008-SubKPlan.docx

SPRBL1-12-R-0025-Attachment 0008 – Subcontracting Plan

SUBCONTRACTING PLAN FOR LTC CONTRACTS

SOLICITATION or CONTRACT NUMBER: __________________________________________________

This plan follows the format for addressing the eleven elements as shown at FAR 52.219-9(d).

Please be sure to address all eleven elements!

Contractor: ____________________________________________________________________________ Address: _____________________________________________________________________________

Approximate Value of Contract: ______________________________________

( ) Individual Plan ( ) Master Plan ( ) Commercial Plan

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

State the percentage of total planned subcontracting dollars that will go to all Small Business (SB) concerns, HUBZone Small Business (HSB) concerns, Small Disadvantaged Business (SDB) concerns, Women-Owned Small Business (WOSB) concerns, Veteran-Owned Small Business (VOSB) concerns, and Service-Disabled Veteran-Owned Small Business (SDVOSB) concerns

Basic Contract – Year 1:

a. SB: _________%. (Includes HSB, SDB, WOSB, VOSB and SDVOSB when applicable.)

b. HSB:_________%.

c. SDB:_________%.

d. WOSB:_________%.

e. VOSB __________%

f. SDVOSB __________%

Year 2:

a. SB: _________%. (Includes HSB, SDB, WOSB, VOSB and SDVOSB when applicable.)

b. HSB: _________%.

c. SDB: _________%.

d. WOSB: _________%.

e. VOSB __________%

f. SDVOSB_________%

Year 3:

a. SB: _________%. (Includes HSB, SDB, WOSB, VOSB and SDVOSB when applicable.)

b. HSB: _________%

c. SDB: _________%.

d. WOSB: _________%.

e. VOSB __________%

f. SDVOSB___________%

Year 4:

a. SB: _________%. (Includes HSB, SDB, WOSB, VOSB and SDVOSB when applicable.)

b. HSB: _________%.

c. SDB: _________%.

d. WOSB: _________%.

e. VOSB ___________%

f. SDVOSB __________%

Year 5:

a. SB: _________%. (Includes HSB, SDB, WOSB, VOSB and SDVOSB when applicable.)

b. HSB: _________%.

c. SDB: _________%.

d. WOSB: _________%.

e. VOSB __________%

f. SDVOSB __________%

(2) – STATEMENT OF DOLLARS

The following dollar values correspond to the percentage goals in (1).

Basic Contract – Year 1:

a. Total planned subcontracting dollars: $____________________.

b. Dollars planned to be subcontracted to SB (includes HSB, SDB, WOSB, VOSB and SDVOSB): $_______________.

c. Dollars planned to be subcontracted to HSB: $_______________.

d. Dollars planned to be subcontracted to SDB: $_______________.

e. Dollars planned to be subcontracted to WOSB: $_______________.

f. Dollars planned to be subcontracted to VOSB. $ ________________.

g. Dollars planned to be subcontracted to SDVOSB $_______________

Year 2:

a. Total planned subcontracting dollars: $____________________.

b. Dollars planned to be subcontracted to SB (includes HSB, SDB, WOSB, VOSB and SDVOSB): $_______________.

c. Dollars planned to be subcontracted to HSB $ ________________.

d. Dollars planned to be subcontracted to SDB: $_______________.

e. Dollars planned to be subcontracted to WOSB: $_______________.

f. Dollars planned to be subcontracted to VOSB $_________________.

g. Dollars planned to be subcontracted to SDVOSB $_______________

Year 3:

a. Total planned subcontracting dollars: $____________________.

b. Dollars planned to be subcontracted to SB (includes HSB, SDB, WOSB, VOSB and SDVOSB): $_______________.

c. Dollars planned to be subcontracted to HSB: $_______________.

d. Dollars planned to be subcontracted to SDB: $_______________.

e. Dollars planned to be subcontracted to WOSB: $_______________.

f. Dollars planned to be subcontracted to VOSB $_________________.

g. Dollars planned to be subcontracted to SDVOSB $_______________

Year 4:

a. Total planned subcontracting dollars: $____________________.

b. Dollars planned to be subcontracted to SB (includes HSB, SDB, WOSB, VOSB, and SDVOSB): $_______________.

c. Dollars planned to be subcontracted to HSB: $_______________.

d. Dollars planned to be subcontracted to SDB: $_______________.

e. Dollars planned to be subcontracted to WOSB: $_______________.

f. Dollars planned to be subcontracted to VOSB: $ ________________.

g. Dollars planned to be subcontracted to SDVOSB $_______________

Year 5:

a. Total planned subcontracting dollars: $____________________.

b. Dollars planned to be subcontracted to SB (includes HSB, SDB, WOSB, VOSB and SDVOSB): $_______________.

c. Dollars planned to be subcontracted to HSB: $_______________.

d. Dollars planned to be subcontracted to SDB: $_______________.

e. Dollars planned to be subcontracted to WOSB: $_______________.

f. Dollars planned to be subcontracted to VOSB. $_______________.

g. Dollars planned to be subcontracted to SDVOSB $_______________

______ Subcontracting opportunities exist for HBCUs and MIs (if so address in plan)

______ Subcontracting opportunities do not exist for HBCUs and MIs.

(3) – DESCRIPTION OF PRINCIPLE PRODUCTS AND TYPES OF BUSINESSES SUPPLYING THEM

(check all that apply)

PRINCIPLE PRODUCTS SB HSB SDB WOSB VOSB SDVOSB

(4) – METHOD USED TO DEVELOP GOALS

Explain how you arrived at your percentage goals and dollars for subcontracting to SB, HSB, SDB, WOSB, VOSB and SDVOSB..

(5) – METHOD USED TO IDENTIFY POTENTIAL SUBCONTRACTING SOURCES

(Check all that apply)

___ Company Source Lists.

___ Dynamic Small Business Search on the Central Contractor Registration. See www.ccr.gov

___ National Minority Purchasing Council Vendor Information Service.

___ U.S. Department of Commerce Minority Business Development Agency’s Research and Information Service.

___ SB, HSB, SDB, WOSB, VOSB and SDVOSB Trade Associations.

___ SBA’s Lists of Certified SDB and HSB Concerns.

___ Other: Explain - ____________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

(6) – INDIRECT COSTS (Check which applies.)

___ Indirect costs have not been included in establishing subcontracting goals.

___ Indirect costs have been included in establishing subcontracting goals.

If included, describe how you determine the proportionate share of indirect costs incurred with:

SB: __________________________________________________________________________________ HSB: _________________________________________________________________________________ SDB: _________________________________________________________________________________ WOSB: _______________________________________________________________________________ VOSB ________________________________________________________________________________ SDVOSB ______________________________________________________________________________

(7) – ADMINISTRATION OF SUBCONTRACTING PROGRAM

The following individual employed by the offeror will administer this subcontracting plan:

Name: ________________________________________________________________________________________ Address: ______________________________________________________________________________________ Telephone: _____________________________________________ Title: __________________________________________________________________________________________ Description of Duties: _____________________________________________________________________________

(8) - EQUITABLE OPPORTUNITY TO COMPETE (Check which applies.)

Describe your efforts to ensure that SB, HSB, SDB, WOSB, VOSB and SDVOSB will have an equitable opportunity to compete for subcontracts. These efforts include, but are not limited to, the following activities:

Outreach Efforts to Obtain Sources:

___ Contacting minority and small business trade associations.

___ Contacting business development organizations.

___ Attending small and minority business procurement conferences and trade fairs.

___ Using Dynamic Small Business Search to locate sources.

___ Other: Explain - _____________________________________________________________________

Internal Efforts to Guide and Encourage Purchasing Personnel:

___ Presenting workshops, seminars, and training programs.

___ Establishing, maintaining, and using SB, HSB, SDB, WOSB, VOSB and SDVOSB source lists, guides, and other data for soliciting subcontracts.

___ Other: Explain - ______________________________________________________________________

(9) - INCLUSION OF FAR CLAUSE 52.219-8, “UTILIZATION OF SMALL BUSINESS CONCERNS,” IN

SUBCONTRACTS

Place a check by each statement as assurance that the following will be done:

___ I agree to include FAR Clause 52.219-8, “Utilization of Small Business Concerns,” in all subcontracts that offer further subcontracting opportunities.

___ I will require all subcontractors (except SB concerns) that receive subcontracts in excess of $550,000 to adopt a subcontracting plan similar to this one that complies with the eleven elements in FAR 52.219-9.

(10) - REQUIREMENT TO COOPERATE IN STUDIES AND SUBMISSION OF REPORTS

Place a check by each statement as assurance that the following will be done:

___ I agree to cooperate in any studies or surveys as may be required.

___ I agree to submit periodic reports so that the Government can determine the extent of compliance with the subcontracting plan.

____ I agree to submit Individual Subcontracting Report (ISR) and Summary Subcontracting Report (SSR) using the web-based eSRS at http://www.esrs.gov.

___ I agree to submit Standard Form (SF) 294, Subcontracting Report for Individual Contracts, and/or SF 295, Summary Subcontract Report, in accordance with the instructions on the forms or as provided in agency regulations and in paragraph (d)(10) of the FAR 52.219-9 Deviation.

___ I agree to ensure that my subcontractors will submit the ISR or SSR using the eSRS or the SF 294 and SF 295 reports as required(FAR 52.219-9 DEV).

(11) – DESCRIPTION OF TYPES OF RECORDS TO BE MAINTAINED

(Check if in agreement) ___ I agree to maintain the following records to show compliance with this subcontracting plan:

a. Source lists (e.g., Dynamic Small Business Search ), guides, and other data that identify SB, HSB, SDB, WOSB, VOSB and SDVOSB concerns.

b. Records on organizations contacted to locate SB, HSB, SDB, WOSB, VOSB and SDVOSB sources.

c. Records on each subcontract solicitation resulting in an award of more than $100,000, indicating

(1) Whether SB concerns were solicited and, if not, why not.

(2) Whether HSB concerns were solicited and, if not, why not.

(3) Whether SDB concerns were solicited and, if not, why not.

(4) Whether WOSB concerns were solicited and, if not, why not.

(5) Whether VOSB concerns were solicited and, if not, why not.

(6) Whether SDVOSB concerns were solicited and, if not, why not.

(7) If applicable, the reason award was not made to a SB, HSB, SDB, WOSB, VOSB or SDVOSB concern.

d. Records of outreach efforts to contact:

(1) Trade associations.

(2) Business development organizations.

(3) Conferences and trade fairs to locate SB, HSB, SDB, WOSB, VOSB and SDVOSB sources.

e. Records of internal guidance and encouragement provided to buyers through:

(1) Workshops, seminars, training, etc…

(2) Monitoring performance to evaluate compliance with the program’s requirements.

f. On a contract by contract basis, records to support award data submitted to the Government, including the name, address, and business size of each subcontractor.

This subcontracting plan was prepared by:

SIGNATURE: ____________________________________________________________

PRINTED NAME: _______________________________________________________

TITLE: ______________________________________________________________

PHONE NUMBER: _____________________________________

DATE PREPARED: ____________________________

pdp376 AUG 2010