# Presentation: 428995

## Standard Form 295 Reporting

**Standard Form 295 Reporting**
**For Commercial Subcontracting Plan holders**

**The SF 295 is an “agency specific” form and reports all subcontracts that you issued over a one year period.**
**This report is a requirement of your contract(s), under your Commercial Subcontracting Plan.**

## General Instructions 

**General Instructions **
**(****please note additional instructions are on the back of the form****)**

- (1)      The SF 295 is used to compare your actual subcontracts made over the year to your goals in your Commercial Subcontracting Plan.  As your subcontracting plan did, your SF 295 should include all subcontract awards for supplies and subcontracts for your entire company/division for a one year period.
-  Only subcontracts involving performance in the U.S. or its    outlying areas should be included.
-  Purchases from a corporation, company, or subdivision     that is an affiliate of yours are _not_ included in this report.
-  Credit cannot be taken for awards made to lower tier
-             subcontractors.  Count only your direct subcontracts.

## DEFINITIONS

**DEFINITIONS**

**Subcontract **means any agreement (other than one involving an employer-employee relationship) entered into calling for supplies and/or services.
- Note: Subcontracts includes purchase orders, subcontracts, purchasing card transactions, blanket purchase orders, or any other name given to an agreement to obtain goods or services.

## Enter your Company NAME

**Enter your**** ****Company NAME**
**Street ADDRESS (and Mailing Address in parenthesis if different)**
**CITY**
**STATE**
**ZIP CODE**

**BLOCK 1**

## BLOCK 2

**Enter your nine-digit Data Universal Numbering System (DUNS) number for the address used in block 1.**

**BLOCK 2**

## BLOCK 3

**Enter date that you plan to submit the report.**

**BLOCK 3**

## BLOCK 4

**Check the second block (Oct 1 through Sept 30) and enter the government’s fiscal year.**
**However, if your awarding activity allows you to submit this report for **_**your company’s**_** fiscal year, rather than the federal government’s fiscal year, do not check either square.  In the “year” block, enter your fiscal year.  (i.e. CY04).  See slide 25 – Special Instructions for Commercial Plans .**

**BLOCK 4**

## BLOCK 5

**Check whether this report is a “Regular”, Final”, and/or “Revised” report.              **
**Check “regular” unless:**
**1. You have completed all contracts with subcontracting plans to the agency in block 6.  In this case, check FINAL.**
**2. You already submitted either a regular or final report but are resubmitting to make corrections.  In this case, check  “**_**Revised**_**” in addition to either regular or revised.**

**BLOCK 5**

## BLOCK 6

**Identify the agency you have subcontracting plans with.  Select only one.  If you have multiple agencies that required  your subcontracting plan, a separate SF 295 must be sent to each one of them.  **

**BLOCK 6**

## BLOCK 7

_**CHECK**_** **_**ONLY**_** **_**ONE**_** **
**Indicate “prime contractor” if your contracts are directly with a federal agency.  Indicate “subcontractor” if your contracts are with another prime contractor.  Select “both” if you have some of each.**

**BLOCK 7**

## BLOCK 8

**Check “Commercial Products”**
**Enter the percentage of revenue that this agency’s contracts (in block 6) represents compared to your company’s overall revenue.**

**BLOCK 8**

## BLOCK 9

**Identify the product or service(s) that you are providing to the agency listed in block 6.**

**BLOCK 9**

## BLOCKS 10a through 16

**BLOCKS 10a through 16:  Enter the total of all subcontracting awards, by category, that your entire company/division made during the year.  Include indirect or overhead expenses as well.**
**If a company is a small, woman-owned, SBA HUBZone certified company, you would count this company’s awards in three categories - line 10a, 12, and 14. Round percentages to one decimal point.**
**YOU MUST HAVE A SUPPORTING SIZE SELF-CERTIFICATION FOR EVERY COMPANY YOU ARE COUNTING IN BLOCKS 10a, 11, 12, 13, 14, 15, or 16.  SDBs and HUBZone firms must be certified by SBA.  You must verify SDB or HUBZone certifications in SBA’s PRO-Net database (**_[http://pro-net.](http://pro-net.sba.gov/)__[sba](http://pro-net.sba.gov/)__[.](http://pro-net.sba.gov/)__[gov](http://pro-net.sba.gov/)_**)**
**Round percentages to one decimal point.**

**Report only those dollars subcontracted this fiscal year for the period indicated in Block 4.**

**BLOCKS 10a through 16**

## BLOCK 10a, 10b and 10c

**BLOCK 10a, 10b and 10c**

_**BLOCK 10a**_**:  Report all subcontracts awarded to SBs, including subcontracts to SDBs, WOSBs, VOSBs, Service-Disabled VOSBs, and HUBZone SBs.  **

_**BLOCK 10b**_**:  Report all subcontracts awarded to large businesses (LBs). **Large Businesses include any company that is ‘other than small’ For example, companies that exceed the size standard or are non-profits.

_**BLOCK 10c**_**:  Report on this line the grand total of all subcontracts (the sum of lines 10a and 10b).  **

**Large Business + Small Business = TOTAL Subcontracts**

## BLOCKS 11 through 16

**Each of these items is a subcategory of Block 10a – Small Business. **
**Note that in some cases the same dollars may be reported more than one block **
**If you do not have a goal in one category, enter n/a rather than zero.  For instance, your contract may have been issued prior to HUBZone or VOSB goals being required. If you do not have a goal in one category, enter “n/a” rather than a zero.  For instance, your contract may have been issued prior to a HUBZone goal being required so you do not have a HUBZone goal in your subcontracting plan and would enter “n/a”.  You would enter a “zero” only if you negotiated a goal of zero with your Contracting Officer.**

**BLOCKS 11 through 16**

## BLOCK 11

**Report all subcontracts awarded to SDBs that have been certified by SBA.  Verify this in SBA’s PRO-Net database at http://pro-net.sba.gov**
**For DOD, NASA, and Coast Guard contracts, include subcontract awards to HBCUs and MIs.**

**BLOCK 11**

## BLOCK 12

**Report all subcontracts awarded to WOSB firms **

**BLOCK 12**

## BLOCK 13

**(For contracts with DOD, NASA, and Coast Guard):**
**Enter the dollar value of all subcontracts with HBCUs/MIs.**

**BLOCK 13**

## BLOCK 14

**Report all subcontracts awarded to SBA Certified HUBZone Small businesses.  Verify these in PRO-Net at **
**http://pro-net.sba.gov**

**BLOCK 14**

## BLOCK 15

**BLOCK 15**

**Report all subcontracts awarded to VOSBs**

## BLOCK 16

**Report all subcontracts awarded to service disabled VOSBs These subcontracts should also be reported in Block 15.**

**BLOCK 16**

**Any changes to the SBLO should be reported to DCMA****	**

## Remarks

**Remarks**
**Enter any comments or remarks.**
**If you failed to meet any of your goals in your subcontracting plan, explain the circumstances here.**

**BLOCK 17**

## BLOCK 18

**Contractor’s Official Who Administers Subcontracting Program (usually the Small Business Liaison Officer): **
**	****Name****	****	****	****	****Title**
**	****Telephone Number including area code**

**BLOCK 18**

## BLOCK 19

**BLOCK 19**

**     ****Must be signed by the Chief Executive Officer:**
**	****	****NAME**
**	****	****TITLE**
**	****	****SIGNATURE**
**	****	****DATE**
**If someone else signs, he/she must have  a letter of designation from the CEO.**

## Special Instructions for Commercial Plans

**This report is due by October 30****th****, covering the period of Oct 1 through Sept 30****th****.  However, you may request your Contracting Activity to allow you to complete this report based on **_**your company’s**_** fiscal year, rather than the govt.’s fiscal year, since this is the year that your subcontracting plan is based on.  Your SF 295 is then due 30 days after the expiration of **_**your company**_** fiscal year.  Many agencies will allow this adaptation, calling it an “extension.” This is the only way that your subcontracting plan goals can be compared against your actual subcontract expenditures, since they are based on the same year.  SBA prefers this method.**
**If you do business with more than one agency in block 6: Submit a separate report to each agency, changing only block 6 and block 8 changing to reflect only that agency’s percentage.  THE REST OF THE REPORT WILL REMAIN IDENTICAL.**

**Special Instructions for Commercial Plans**

## Mailing Instructions

**Mailing Instructions**

**1)****	****For **_**NASA:**_**  **Forward reports to NASA, Office of Procurement (HS), Washington, DC 20546

**For**_** DoD**_** Contracts:  **Send the SF 295 report to the cognizant contract administration office as stated in the contract.
**For **_**other civilian agencies**_**:  **Forward report to the agency’s OSDBU Director unless otherwise provided for in instructions by the Department or Agency.

**Send original SF 295 report(s) to each awarding agency:**

_**ALL COMPANIES**_**: **
**Send copy to the cognizant Small Business Administration Commercial Market Representative (CMR) covering the state listed in Block 1d. A list of CMRs is available at: **
**http://www.sba.gov/GC/indexcontacts-cmrs.html**

## Effective January 1999. You are required by FAR Clause 52.219-9(j)(2) to submit a list of SDBs that you have subcontracted to during the year by NAICS Major Group (the first three digits of the NAICS code).  This should be submitted each fiscal year end only and as an attachment to the SF 295.  For example:

- SDB Breakout
- 	NAICS		Dollar Amt.
- 	334		$10,776
- 	421		$607,005
- 	722		$57,651

**Standard Form 295 Reporting**