Subcontracting_Plan.pdf

W912BU-17-R-0008

SMALL, VETERAN-OWNED SMALL, SERVICE-DISABLED VETERAN-OWNED SMALL, HUBZONE SMALL,

SMALL DISADVANTAGED AND WOMEN-OWNED SMALL BUSINESS SUBCONTRACTING PLAN

DATE: ________________________

CONTRACTOR: ______________________________________________________

ADDRESS: _________________________________________________________

SOLICITATION/CONTRACT NUMBER _________________________________

PROJECT TITLE: Analytical Laboratory Testing

The following, together with any attachments, is hereby submitted as a Subcontracting Plan to satisfy the applicable requirements of Public Law 95-507 as implemented by OFPP Policy Letter 80-2. NOTE: To assist you in preparing your subcontracting plan, the U.S. Army Corps of Engineers considers the following goals reasonable and achievable for fiscal year 2017:

(a) Small Business: 2% of total planned subcontracting dollars

(b) Small Disadvantaged Businesses (SDB), including Historically Black Colleges and Universities or Minority Institutions: 0.5% of total planned subcontracting dollars*

( c) Women-owned small businesses (WOSB), 0.5% of total planned subcontracting dollars*

(d) Hubzone Small Business (HubSB), 0.25% of total planned subcontracting dollars *

(e) Service-Disabled Veteran-Owned .25% of total planned subcontracting dollars *

(f) Veteran-Owned Small Business .25% of total planned subcontracting dollars *

*small business concerns owned and controlled by.

1. (a) The following percentage goals (expressed in terms of a percentage of total planned subcontracting dollars) are applicable to the contract cited above or to the contract awarded under the solicitation cited.

(i) Small Business Concerns: _______% of total planned subcontracting dollars under this contract will go to subcontractors who are small business concerns.

(ii) Service-Disabled Veteran-Owned Small Business Concerns: _______% of total planned subcontracting dollars under this contract will go to subcontractors who are service-disabled veteran-owned small business concerns.

(iii) HUBZone Small Business Concerns: _______ % of total planned subcontracting dollars under this contract will go to subcontractors who are small business concerns located in a historically underutilized business zone which is an area located within one or more qualified census tracts, qualified nonmetropolitan counties, or lands within the external boundaries of an Indian reservation and appear on the List of Qualified HUBZone Small Business Concerns maintained by the SBA. (http://www.sba.gov/hubzone/).

(iv) Small Disadvantaged Business Concerns: _______% of total planned subcontracting dollars under this contract will go to subcontractors who are small concerns owned and controlled by socially and economically disadvantaged individuals. This percentage is included in the percentage shown under 1.(a)(i) above, as a subset.

(v) Women-Owned Small Business Concerns: _______% of total planned subcontracting dollars under this contract will go to subcontractors who are women-owned small business concerns. This percentage is included in the percentage shown under 1.(a)(i) above, as a subset.

(vi) Veteran-Owned Small Business Concerns: % of total planned subcontracting dollars under this contract will go to subcontractors who are veteran-owned small business concerns. This percentage is included in the percentage shown under 1 (a)(i) above, as a subset.

(b) The following dollar values correspond to the percentage goals shown in (a) above.

(i) Total dollars planned to be subcontracted to small business concerns:

(ii) Total dollars planned to be subcontracted to service-disabled veteran-owned small business concerns:

(iii) Total dollars planned to be subcontracted to HUBZone small business concerns:

(iv) Total dollars planned to be subcontracted to small disadvantaged business concerns: $__________-

___________________________________. This dollar amount is included in the amount shown under 1.(b)(i) above, as a subset.

(v) Total dollars planned to be subcontracted to women-owned small business concerns:

$_____________________________________________. This dollar amount is included in the amount shown under 1.(b)(i) above, as a subset.

(vi) Total dollars planned to be subcontracted to veteran-owned small business concerns:

$ . This dollar amount is included in the amount shown under 1 (b)(i) above, as a subset.

(c) The total estimated dollar value of all planned subcontracting (to all types of business concerns) under this contract is

(d) The following principal products and/or services will be subcontracted under this contract, and the distribution among small, service-disabled veteran-owned small, HUBZone small business, small disadvantaged, women-owned, and veteran-owned small business concerns is as follows:

(Products/services planned to be subcontracted to small business concerns are identified by *, service disabled veteran-owned small business concerns by **, HUBZone small business concerns by ***, small disadvantaged business concerns by **** and women-owned small business concerns by *****, veteran-owned small business concerns******)

(Attachment may be used if additional space is required)

(e) The following method was used in developing subcontract goals (i.e., statement explaining how the product and service areas to be subcontracted were established, how the areas to be subcontracted to small, service-disabled veteran-owned small, HUBZone small, small disadvantaged, women-owned small, and veteran-owned small business concerns were determined, and how small, service-disabled veteran-owned small, HUBZone small, small disadvantaged, women-owned small, and veteran-owned small business concerns capabilities were determined, to include identification of source lists utilized in making those determination).

(f) Indirect and over head costs [_____] have [______] have not been included in the goals specified in 1(a) and 1(b).

(g) If “have” is checked, explain the method used in determining the proportionate share of indirect and overhead cost to be allocated as subcontracts to small business concerns, service-disabled veteran-owned small, HUBZone small business concerns, small disadvantaged business concerns, women-owned small business concerns, and veteran-owned small business concerns.

2. The following individual will administer the subcontracting program:

Name: __________________________________________________________________ Address & Telephone: _____________________________________________________ Telephone: ______________________________________________________________

This individual’s specific duties, as they relate to the firm’s subcontracting program are as follows:

General overall responsibility for this company’s Small Business Program, the development, preparation and execution of individual subcontracting plans and for monitoring performance relative to contractual subcontracting requirements contained in this plan, including but not limited to:

(a) Developing and maintaining bidders lists of small, service-disabled veteran-owned small, HUBZone small, small disadvantaged, women-owned small, and veteran-owned small business concerns from all possible sources.

(b) Ensuring that procurement packages are structured to permit small, service-disabled veteran-owned small, HUBZone small, small disadvantaged, women-owned small, and veteran-owned small business concerns to participate to the maximum extent possible.

(c) Assuring inclusion of small, service-disabled veteran-owned small, HUBZone small, small disadvantaged, women-owned small, and veteran-owned small business concerns in all solicitations for products or services which they are capable of providing.

(d) Reviewing solicitations to remove statements, clauses, etc., which may tend to restrict or prohibit small, service-disabled veteran-owned small, HUBZone small, small disadvantaged, women-owned small, and veteran-owned small business concerns participation.

(e) Ensuring periodic rotation of potential subcontractors on bidders lists.

(f) Ensuring that the bid proposal review board documents its reasons for rejecting low bids submitted by small, service-disabled veteran-owned small, HUBZone small, small disadvantaged, women-owned small, and veteran-owned small business concerns.

(g) Ensuring the establishment and maintenance of records of solicitations and subcontract award activity.

(h) Attending or arranging for attendance of company counselors at Business Opportunity Workshops, Minority Business Enterprise Seminars, Trade Fairs, etc.

(i) Conducting or arranging for conduct of motivational training for purchasing personnel pursuant to the intent of P.O.

95-507.

(j) Monitoring attainment of proposed goals.

(k) Preparing and submitting periodic subcontracting reports required.

(l) Coordinating contractor’s activities during the conduct of compliance reviews by Federal Agencies.

(m) Coordinating the conduct of contractor’s activities involving its small, service-disabled veteran-owned small, HUBZone small, small disadvantaged, women-owned small, and veteran-owned small business subcontracting program.

(n) Additions to (or deletions from) the duties specified above are as follows:

3. The following efforts will be taken to assure that small, service-disabled veteran-owned small, HUBZone small, small disadvantaged, women-owned small, and veteran-owned small business concerns will have an equitable opportunity to compete for subcontracts:

(a) Outreach efforts will be made as follows:

(i) Contacts with minority and small business trade associations

(ii) Contacts with business development organizations

(iii) Attendance at small and minority business procurement conferences

(iv) Sources will be requested from SBA’s PASS system.

(b) The following internal efforts will be made to guide and encourage buyers:

(i) Workshops, seminars and training programs will be conducted

(ii) Activities will be monitored to evaluate compliance with this subcontracting plan.

(c) Small, service-disabled veteran-owned small, HUBZone small, small disadvantaged, women-owned small, and veteran-owned small business concerns source lists, guides and other data identifying small, service-disabled veteran-owned small, HUBZone small, small disadvantaged, women-owned small, and veteran-owned small business concerns will be maintained and utilized by buyers in soliciting subcontracts.

(d) Additions to (or deletions from) the above listed efforts are as follows:

4. The bidder (contractor) agrees that the clause entitled Utilization of Small Business Concerns (FAR 52.219-8) will be included in all subcontracts which offer further subcontracting opportunities, and all subcontractors except small business concerns who receive subcontracts in excess of $500,000 will be required to adopt and comply with a subcontracting plan similar to this one. Such plans will be reviewed by comparing them with the provisions of Public Law 95-507, and assuring that all minimum requirements of an acceptable subcontracting plan have been satisfied. The acceptability of percentage goals shall be determined on a case-by-case basis depending on the supplies/services involved, the availability of potential small, service-disabled veteran-owned small, HUBZone small, small disadvantaged, women-owned small, and veteran-owned small business concerns subcontractors, and prior experience. Once approved and implemented, plans will be monitored through the submission of periodic reports, and/or, as time and availability of funds permit, periodic visits to subcontractors facilities to review applicable records and subcontracting program progress.

5. The bidder (contractor) agrees to submit such periodic reports and cooperate in any studies or surveys as may be required by the contracting agency or the Small business Administration in order to determine the extent of compliance by the bidder with the subcontracting plan and with the clause entitled Utilization of Small Business Concerns, contained in the contract.

6. The bidder (contractor) agrees that he will maintain at least the following types of records to document compliance with this subcontracting plan:

(a) Small, service-disabled veteran-owned small, HUBZone Small, Small Disadvantaged, women-owned small, and veteran-owned small business concerns source lists, guides and other data identifying SB/HZSB/SDB/WO/VO vendors.

(b) Organizations contacted for small, service-disabled veteran-owned small, HUBZone small, small disadvantaged, women-owned small, and veteran-owned small business sources.

(c) On a contract-by-contract basis, records on all subcontract solicitations over $100,000, indicating on each solicitation

(1) whether small business concerns were solicited, and if not, why not; (2) whether service-disabled veteran-owned small business concerns were solicited, and if not, why not; (3) whether HUBZone small business concerns were solicited, and if not, why not; (4) whether small disadvantaged business concerns were solicited, and if not, why not; (5) whether women-owned business concerns were solicited and if not, why not; (6) whether veteran-owned business concerns were solicited and if not, why not; and (7) reasons for the failure of solicited small, service-disabled veteran-owned small, HUBZone small, small disadvantaged, women-owned, or veteran-owned small business concerns to receive the subcontract award.

(d) Records to support other outreach efforts: Contacts with Minority and Small Business Trade Associations, etc.

Attendance at small and minority business procurement conferences and trade fairs.

(e) Records to support internal activities to guide and encourage buyers: Workshops, seminars, training programs, etc.

Monitoring activities to evaluate compliance.

(f) On a contract-by-contract basis, records to support subcontract award data to include name and address or subcontractor .

(g) Records to be maintained in addition to the above are as follows:

Signed: ______________________________________ Typed Name: _________________________________ Title: ________________________________________ Date: ________________________________________

Plan Accepted By: _____________________________________________ Contracting Officer

Date: ________________________________________________________

NOTE TO CONTRACTING OFFICER: Upon incorporation of a plan into the contract, indicate herein the estimated dollar value of the contract: