GENERAL SERVICES ADMINISTRATION ACQUISITION MANUAL (GSAM)
Company Name:
Address:
Type of Plan:
Date Prepared: Solicitation Number:
Item/Service:
Period of Plan:
A. Estimated dollar value of all planned subcontracting, i.e., to all types of business concerns under this contract is:
Estimated Dollar Value of All Planned Subcontracting
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---|---|---|---|---|
Base
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1st Option
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2nd Option
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3rd Option
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4th Option
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$
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$
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$
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$
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$
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100%
|
100%
|
100%
|
100%
|
100%
|
B. Estimated dollar value and percentage of total planned subcontracting to large business concerns (all business concerns classified as other than small):
Subcontracting to Large Business Concerns
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---|---|---|---|---|
Base
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1st Option
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2nd Option
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3rd Option
|
4th Option
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$
|
$
|
$
|
$
|
$
|
%
|
%
|
%
|
%
|
%
|
C. Estimated dollar value and percentage of total planned subcontracting to small business concerns is: (Include HUBZone Small, Small Disadvantaged, Women-owned Small, Veteran-Owned Small, and Service-Disabled Veteran-Owned Small Business)
Subcontracting to Small Business Concerns
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---|---|---|---|---|
Base
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1st Option
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2nd Option
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3rd Option
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4th Option
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$
|
$
|
$
|
$
|
$
|
%
|
%
|
%
|
%
|
%
|
D. Estimated dollar value and percentage of total planned subcontracting to HUBZone small business concerns is:
Subcontracting to HUBZone Small Business Concerns
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||||
---|---|---|---|---|
Base
|
1st Option
|
2nd Option
|
3rd Option
|
4th Option
|
$
|
$
|
$
|
$
|
$
|
%
|
%
|
%
|
%
|
%
|
E. Estimated dollar value and percentage of total planned subcontracting to small disadvantaged business concerns is:
Subcontracting to Small Disadvantaged Business Concerns
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---|---|---|---|---|
Base
|
1st Option
|
2nd Option
|
3rd Option
|
4th Option
|
$
|
$
|
$
|
$
|
$
|
%
|
%
|
%
|
%
|
%
|
F. Estimated dollar value and percentage of total planned subcontracting to women-owned small business concerns is:
Subcontracting to Women-Owned Small Business Concerns
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||||
---|---|---|---|---|
Base
|
1st Option
|
2nd Option
|
3rd Option
|
4th Option
|
$
|
$
|
$
|
$
|
$
|
%
|
%
|
%
|
%
|
%
|
G. Estimated dollar value and percentage of total planned subcontracting to veteran-owned small business concerns is:
Subcontracting to Veteran-Owned Small Business Concerns
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||||
---|---|---|---|---|
Base
|
1st Option
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2nd Option
|
3rd Option
|
4th Option
|
$
|
$
|
$
|
$
|
$
|
%
|
%
|
%
|
%
|
%
|
H. Estimated dollar value and percentage of total planned subcontracting service-disabled veteran-owned small business concerns is:
Subcontracting to Service-Disabled Veteran-Owned Small Business Concerns
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||||
---|---|---|---|---|
Base
|
1st Option
|
2nd Option
|
3rd Option
|
4th Option
|
$
|
$
|
$
|
$
|
$
|
%
|
%
|
%
|
%
|
%
|
(Attach additional sheets if necessary.)
A. Explain the methods used to develop the subcontracting goals for small, HUBZone small, small disadvantaged, women-owned small, veteran-owned small, and service-disabled veteran-owned small business concerns.
B. Explain how the product and service areas to be subcontracted were established, how the areas to be subcontracted to small, HUBZone small, small disadvantaged, women-owned small small,veteran-owned small, and service-disabled veteran-owned small business concerns were determined.
C. How the capabilities of small, HUBZone small, small disadvantaged, women-owned small, veteran-owned small, and service-disabled, veteran-owned small business concerns were determined.
D. Identify all source lists used in the determination process.
A. Indirect and overhead costs HAVE BEEN or HAVE NOT BEEN included in the dollar and percentage subcontracting goals stated above. (Check one.)
B. If indirect and overhead costs HAVE BEEN included, explain the method used to determine the proportionate share of such costs to be allocated as subcontracts to small, HUBZone small, small disadvantaged, women-owned small, veteran-owned small, and service-disabled veteran-owned small business concerns..
A. Developing and promoting company/division policy statements that demonstrate the company’s/division’s support for awarding contracts and subcontracts to small, HUBZone small, small disadvantaged, and women-owned small business concerns.
B. Developing and maintaining bidders’ lists of small, HUBZone small, small disadvantaged, women-owned small, veteran-owned small, and service-disabled veteran-owned small business concerns from all possible sources.
C. Ensuring periodic rotation of potential subcontractors on bidders’ lists.
D. Assuring that small, HUBZone small, small disadvantaged, women-owned small, veteran-owned small, and service-disabled veteran-owned small business concerns are included on the bidders' list for every subcontract solicitation for products and services they are capable of providing.
E. Ensuring that subcontract procurement “packages” are designed to permit the maximum possible participation of small, HUBZone small, small disadvantaged, women-owned small, veteran-owned small, and service-disabled veteran-owned small business concerns.
F. Reviewing subcontract solicitations to remove statements, clauses, etc., which might tend to restrict or prohibit small, HUBZone small, small disadvantaged, women-owned small, veteran-owned small, and service-disabled veteran-owned small business participation.
G. Ensuring that the subcontract bid proposal review board documents its reasons for not selecting any low bids submitted by small, HUBZone small, small disadvantaged, women-owned small, veteran-owned small, and service-disabled veteran-owned small business concerns.
H. Overseeing the establishment and maintenance of contract and subcontract award records.
I. Attending or arranging for the attendance of company counselors at Business Opportunity Workshops, Minority Business Enterprise Seminars, Trade Fairs, etc.
J. Directly or indirectly counseling small, HUBZone small, small disadvantaged, women-owned small, veteran-owned small, and service-disabled veteran-owned small business concerns on subcontracting opportunities and how to prepare bids to the company
K. Providing notice to subcontractors concerning penalties for misrepresentations of business status as small, HUBZone small, small disadvantaged, women-owned small, veteran-owned small, or service-disabled veteran-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.
L. Conducting or arranging training for purchasing personnel regarding the intent and impact of Public Law 95-907 on purchasing procedures.
M. Developing and maintaining an incentive program for buyers which supports the subcontracting program.
N. Monitoring the company’s performance and making any adjustments necessary to achieve the subcontract plan goals.
O. Preparing and submitting timely reports.
P. Coordinating the company’s activities during compliance reviews by Federal agencies.
A. Outreach efforts to obtain sources:
B. Internal efforts to guide and encourage purchasing personnel:
C. Additional efforts: (Please describe.)
[Insert company name] agrees that the clause will be included and that the plans will be reviewed against the minimum requirements for such plans. The acceptability of percentage goals for small, HUBZone small, small disadvantaged, women-owned small, veteran-owned small, and service-disabled veteran-owned small business concerns must be determined on a case-by-case basis depending on the supplies and services involved, the availability of potential small, HUBZone small, small disadvantaged, women-owned small, veteran-owned small, and service-disabled veteran-owned small business subcontractors and prior experience. Once the plans are negotiated, approved, and implemented, the plans must be monitored through the submission of periodic reports, including Standard Form (SF) 294 and SF 295 reports.
In accordance with policy letters published by the Office of Federal Procurement Policy, such assurance must describe the offer’s procedures for the review, approval and monitoring for compliance with such subcontracting plans.
*SF 295 Must be submitted to SBA’s Commercial Market Representative
A. Small, HUBZone small, small disadvantaged, women-owned small, veteran-owned small, and service-disabled veteran-owned small business concern source lists, guides, and other data identifying such vendors.
B. Organizations contacted for small, HUBZone small, small disadvantaged, women-owned small, veteran-owned small, and service-disabled veteran-owned small business sources.
C. On a contract-by-contract basis, records on all subcontract solicitations over $100,000 which indicate for each solicitation:
C1. Whether small business concerns were solicited, and if not, why not.
C2. Whether HUBZone small business concerns were solicited, and if not, why not.
C3. Whether small disadvantaged business concerns were solicited, and if not, why not.
C4. Whether women-owned small business concerns were solicited, and if not, why not.
C5. Whether veteran-owned small business concerns were solicited, and if not, why not.
C6. Whether service-disabled veteran-owned small business concerns were solicited, and if not, why not.
C7. Reasons for the failure of solicited small, small disadvantaged, women-owned small business, veteran-owned small business, service-disabled veteran-owned small business, and HUBZone small business concerns to receive the subcontract award.
D. Records to support other outreach efforts, e.g., contacts with minority and small business trade associations, attendance at small, HUBZone small, minority, women-owned small, veteran-owned small, and service-disabled veteran-owned small business procurement conferences and trade fairs.
E. Records to support internal activities to (1) guide and encourage purchasing personnel, e.g., workshops, seminars, training programs, incentive awards; and (2) monitor activities to evaluate compliance.
F. On a contract-by-contract basis, records to support subcontract award data including the name, address and business size of each subcontractor. (This item is not required for company or division-wide commercial plans).
G. Other records to support your compliance with the subcontracting plan: (Please describe)
[Insert company name] has established and uses such procedures:
This subcontracting plan was submitted by:
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This subcontracting plan was accepted by:
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Signature:
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Signature:
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Typed Name:
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Typed Name:
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Title:
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Title: Contracting Officer
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Date:
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Date:
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