ensuring estimated dollars are applied against all socio-economic categories represented by the small business (e.g. same dollars for multiple designations) Understand the reporting requirements for the type of subcontracting plan selected as noted in FAR 52.219-9 and the ATTACHMENT. Adapt the Model Plan to fit your subcontracting situation, while reflecting best faith efforts and realistic stretch goals. Note: This model does not establish minimum requirements for an acceptable plan. It reflects objectives GSA encourages Contractors to adopt. Don’t merely repeat the GSA target goals, but put thought into maximum practicable opportunities that might be possible and achievable. Remove instructional pages and the instructional language (in blue) throughout the Model Subcontracting Plan Template before submitting to the contracting officer for review and approval. Description of the of Plans: COMMERCIAL SUBCONTRACTING PLAN This type of plan includes the Offeror’s (or Contractor’s) planned subcontracting for both commercial and government business, rather than solely to a single government agency or contract. This is the preferred type of subcontracting plan for Contractors furnishing commercial items and services. A commercial plan: Covers only the company’s fiscal year (12 month period MM/DD/YY stated on the plan) Applies to the purchasing to support the entire production of commercial items sold by the entire company or is limited to a portion thereof (e.g. division, plant, or product line). Please indicate such a statement in the commercial plan, whether it applies company-wide or is a limited plan. Must include indirect (i.e. general and routine commercial purchases) If the commercial plan encompasses more than one company within the corporation, identify in the plan the companies covered and include the DUNS number for each. The approved commercial plan remains in effect during the Contractor’s fiscal year for all Government contracts in effect during that period. Once a Contractor’s commercial plan has been approved, the Government shall not require another subcontracting plan from the same Contractor while the plan remains in effect, as long as the product or service being provided continues to meet the definition of a commercial item (i.e. only one commercial plan per Contractor annually). To submit a commercial plan: Complete Section I. Identification Data in the Model Template and check “Commercial Plan” under Section II, Type of Plan
Small Business (WOSB) Table 2. Option Period I Planned Subcontracting by Business Size Whole Dollars Percent of Subcontracted Dollars Percent of Contract Dollars Total Dollars to be Subcontracted $ 100% than Small Business (OTSB/Large) $ All Small Businesses (including ANC and Indian tribes) $ Veteran-Owned Small Business (VOSB) $ Service-Disabled Veteran-Owned Small Business (SDVOSB) HUBZone Small Business $ Small Disadvantaged Business (SDB) (to include ANCs and Indian tribes) $ Women-Owned Small Business (WOSB) $
Table 3. Option Period II Planned Subcontracting by Business Size Dollars Percent of Subcontracted Dollars Percent of Contract Dollars Total Dollars to be Subcontracted $ 100% Other than Small Business (OTSB/Large) $ All Small Businesses (including ANC and Indian tribes) $ Veteran-Owned Small Business (VOSB) $ Service-Disabled Veteran-Owned Small Business (SDVOSB) HUBZone Business $ Small Disadvantaged Business (SDB) (to include ANCs and Indian tribes) $ Women-Owned Small Business (WOSB) $ Table 4. Option Period III
Planned Subcontracting by Business Size Whole Dollars Percent of Subcontracted Dollars Percent of Contract Dollars Total Dollars to be Subcontracted $ 100% Other than Small Business (OTSB/Large) $ All Businesses (including ANC and Indian tribes) $ Veteran-Owned Small Business (VOSB) $ Service-Disabled Veteran-Owned Small Business (SDVOSB) HUBZone Small Business $ Small Disadvantaged Business (SDB) (to include ANCs and Indian tribes) $ Women-Owned Small Business (WOSB) $ 5. Option Period IV Planned Subcontracting by Business Size Whole Dollars Percent of Subcontracted Dollars Percent of Contract Dollars Total Dollars to be $ 100%
Contact your local Small Business Administration Commercial Market Representative via www.sba.gov/localresources Access the Dynamic Small Business Search database at Post solicitations for small business opportunities on SBA’s SUB-Net at The principal types of supplies and/or services that [Company Name] anticipates to be subcontracted (outsourced) and the identification of the type of supply or service offered to each business concern are as follows: Large Small VOSB SDB WOSB ATTACH ADDITIONAL SHEETS IF NECESSARY V. DESCRIPTION OF METHOD USED TO DEVELOP SUBCONTRACTING GOALS: FAR 19.704(a)(4) and the clause at 52.219-9(d)(4) require a description of the method used to develop the subcontracting goals. Explain or state the basis for establishing your proposed goals (i.e. based on historical data and experience, market research, etc.) Provide a justification for any low goal(s) and other explanations for your challenges here. [Company Name] used the following method to develop the subcontracting VI. DESCRIPTION OF METHOD USED TO IDENTIFY POTENTIAL SOURCES: FAR 19.704(a)(5) and clause 52.219-9(d)(5) require a description of the method used to identify potential sources for solicitation purposes (e.g., existing company source lists, the System for Award Management (SAM), veterans service organizations, the National Minority Purchasing Council Vendor Information Service, the Research and Information Division of the Minority Business Development Agency in the Department of Commerce, or small, HUBZone, small disadvantaged, and women-owned small business trade associations). A firm may rely on the information contained in SAM as an accurate of a concern’s size and ownership characteristics for the purposes of