Attachment_0001_SPRBL1-17-R-0023_Subcontracting_Form_Checklist.pdf

Subcontracting Plan Checklist July 2017

Solicitation Number: [ZSOLICITATION_NUMBER]

SUBCONTRACTING PLAN CHECKLIST

BUYER: _____________________ EXT.: __________ DSCC- _________

CONTRACTING OFFICER: __________________________________________

NATIONAL STOCK NUMBER: ________________________________________

ITEM/SERVICE: _________________________________________________

OFFEROR’S NAME & CAGE CODE: ___________________________________

APPROXIMATE VALUE OF CONTRACT: ________________________________

ESSENTIAL ELEMENTS OF PLAN - Buyers are to ensure that all elements below are met by the contractors in their subcontracting plan.

Master Plan Commercial Plan Individual Plan

GOALS:

1. Total Planned Subcontracting: $ _______________________

HUBZone Small Business $___________ (_____%) Small Business $ ______________ (_______%) Small Disadvantaged Business $ __________ (____%) Women Owned Small Business $ __________ (_____%) Veteran Owned Small Business $ _________ (_____%) Service-Disabled Veteran-Owned Small Business $_________ (____%)

Note: If an individual plan is submitted and the contract is multiyear or contains options, the company must provide separate goals and statements of total planned subcontracting as shown in paragraph a above for each option.

2. A statement of

Total dollars planned to be subcontracted for individual subcontracting plan or offeror’s total projected sales, in dollars, for total value of projected subcontracts to support the sales for a commercial plan.

Total dollars planned to be subcontracted to SB, VOSB, SDVOSB, HUBZone SB, SDB, and WOSB

3. Description of principal supply and service areas to be subcontracted and identification of those areas where it is planned to use HUBZone SB, SB, SDB, WOSB, VOSB and SDVOSB concerns

4. Method used for developing proposed subcontracting goals for HUBZone SB, SB, SDB, WOSB, VOSB and SDVOSB concerns.

5. If offeror includes indirect and overhead costs in established goals:

Method used in determining proportionate share incurred with HUBZone SB, SB, SDB, WOSB, VOSB and SDVOSB concerns

6. Method used for identifying potential HUBZone SB, SB, SDB, WOSB, VOSB and SDVOSB concerns for solicitation purposes:

Company source lists Procurement Marketing and Access Network (PRO-Net) National Minority Purchasing Council Vendor Information Service U.S. Dept. of Commerce Minority Business Development Agency’s Research and Information Division HUBZone SB, SB, SDB, WOSB, VOSB and SDVOSB Trade Associations SBA’s Lists of Certified SDB and HUBZone Concerns

7. RESPONSIBILITY FOR ADMINISTRATION:

Name of company employee.

Duties of such employee.

8. EQUITABLE OPPORTUNITY TO COMPETE:

Description of efforts the firm will make to assure HUBZone SB, SB, SDB, WOSB, VOSB and SDVOSB an equitable opportunity to compete for subcontracts.

Description of internal efforts to guide and encourage buyers to solicit SB, HUBZone SB, SDB, WOSB, VOSB and SDVOSB marketplace.

9. ASSURANCES that the offer will:

Include the FAR 52.219-8 clause in all subcontracts which offer further subcontracting possibilities in the U.S. and Require all subcontractors (except SB concerns) who receive subcontracts in excess of $700,000 ($1.5 Million for construction of any public facility) to adopt a plan in that complies with the requirements of this clause.

10. ASSURANCES that the offer will:

Submit periodic reports so that the Government can determine the extent of compliance by the offeror with the subcontracting plan, and Cooperate in studies or surveys required by the contracting agency or SBA, and

After November 30, 2017, include subcontracting data for each order when reporting subcontracting achievements for IDIQ contracts intended for use by multiple agencies

Submit ISR’s and SSR’s as required.

Ensure that its subcontractors agree to submit ISR’s and SSR’s as required.

Provide prime contract number, its DUNS number and email address of Offeror’s official responsible for acknowledging receipt of or rejecting the ISRs, to all 1st tier subcontractors with subcontracting plans to permit 1st tier subcontractors to enter information into eSRS.

Require each subcontractor with subcontracting plan provide the prime contract, its own DUNS number and email address of the subcontractor’s official responsible for acknowledging receipt of or rejecting the ISRs, to its subcontractors with subcontracting plans.

11. DESCRIPTION OF THE TYPES OF RECORDS the offeror will maintain to show compliance:

a. Source lists, guides and other data identifying HUBZone SB, SB, SDB, WOSB,VOSB and SDVOSB vendors.

b. Organizations contacted for HUBZone SB, SB, SDB, WOSB, VOSB and

SDVOSB sources.

c. On a contract-by-contract basis, records on all subcontract solicitations over $150,000, indicating

(1) Whether HUBZone SB was solicited and if not, why not;

(2) Whether SB was solicited and if not, why not;

(3) Whether SDB was solicited and if not, why not;

(4) Whether WOSB was solicited and if not, why not;

(5) Whether VOSB was solicited and if not, why not;

(6) Whether SDVOSB was solicited and if not, why not;and

(7) Reasons for the failure of responding HUBZone SB,SB, SDB, WOSB, VOSB or SDVOSB to receive the subcontract award.

d. Records of any outreach efforts to contract:

(1) Trade associations;

(2) Business development organizations;

(3) Attendance at HUBZone SB, SB, SDB, WOSB, VOSB and SDVOSB business procurement conferences and trade fairs.

(4) Veterans service organizations.

e. Records to support internal activities to guide and encourage buyers such as:

(1) Workshops, seminars, training programs, etc; and

(2) Monitoring performance to evaluate compliance.

f. On a contract-by-contract basis, records to support award data submitted to the Government to include name, address and size status of contractor.

12. ASSURANCES that the Offeror 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 bid or proposal. The Offeror used a small business concern in preparing the bid or proposal if:

Offeror identify the small business concern as a subcontractor in the bid or proposal or associated small business subcontracting plan, to furnish certain supplies or perform a portion of the contract; or

Offeror used the small business concern's pricing or cost information or technical expertise in preparing the bid or 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 if the offeror is awarded the contract.

13. ASSURANCES that the offer will:

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 (12) of this section. This written explanation will be submitted to the contracting officer within 30 days of contract completion.

14. ASSURANCES that the offer will:

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

15. ASSURANCES that the offer will:

Offeror will pay the small business subcontractors on time and in accordance with the terms and conditions of the subcontract, and notify the contracting officer if the offeror pays a reduced or an untimely payment to a small business subcontractor (see 52.242-5).

http://farsite.hill.af.mil/reghtml/regs/far2afmcfars/fardfars/far/52_237.htm#P308_50712