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Practical Subcontracting Plans

November 3 @ 2:00 pm - 4:00 pm

|Recurring Event (See all)

One event on November 10, 2022 at 2:00 pm

$300

This virtual course will guide Contractors on how to establish Subcontracting Plans and implement strategic approaches that will ensure success in meeting U.S. Governments Small Business Subcontracting Objectives.   The course identifies and discusses the critical considerations that influence the planning, development, and administration of Subcontracting Plans.   Topics include how to execute an acceptable overall small business plan, strategic approaches to establishing and calculating subcontracting plan goals, and techniques to enhance and document small business outreach efforts to ensure success.   Group exercises will be conducted each day to illustrate and reinforce key concepts.

Learning Objectives

  • Understanding the FAR requirements for Subcontracting Plans
  • How to ensure the business size of each planned/proposed subcontractor
  • Understanding how to calculate small business goals as both a percentage of subcontract value and total contract value
  • Identifying strategic approaches for small business outreach efforts

Instructor: Cheryl Ritondale, FORVIS

Course Agenda – Initial

 

  1. U.S. Government Small Business Programs – Background
    1. Why is it important?
    2. What is the intent?

 

  1. Small Business Subcontracting Plans
    1. When are they required?
  2. What type of Subcontracting Plans are there?
    1. Individual
    2. Commercial
  1. Understanding the U.S. Government’s RFP requirements related to Small Business Subcontracting Plans. – [Include several examples of active USG RFPs]
    1. Plan requirements – i.e. including percentages based on Total Contract Value, if required and the impact it could have on overall subcontracting.
    2. Small Business Participation Plans (outside of SB Plan)
  1. Brief description of each of the Small Business categories that must be covered in a Plan
    1. Small business
    2. Veteran -owned small business
    3. Service-disabled veteran-owned small business
    4. HUBZone small business
    5. Small disadvantaged business
    6. Women-owned small business
  1. What are the requirements for inclusion in a small business plan?
  2. Separate percentage goals for using small business (including ANCs and Indian tribes), veteran-owned small business, service-disabled veteran-owned small business, HUBZone small business, small disadvantaged business (including ANCs and Indian tribes) and women-owned small business concerns as subcontractors;
  3. A statement of the total dollars planned to be subcontracted and a statement of the total dollars planned to be subcontracted to small business (including ANCs and Indian tribes), veteran-owned small business, service-disabled veteran-owned small business, HUBZone small business, small disadvantaged business (including ANCs and Indian tribes) and women-owned small business concerns, as a percentage of total subcontract dollars. For individual subcontracting plans only, a contracting officer may require the goals referenced in paragraph (a)(1) of this section to be calculated as a percentage of total contract dollars, in addition to the goals established as a percentage of total subcontract dollars;
  4. A description of the principal types of supplies and services to be subcontracted and an identification of types of supplies or services planned for subcontracting to small business (including ANCs and Indian tribes), veteran-owned small business, service-disabled veteran-owned small business, HUBZone small business, small disadvantaged business (including ANCs and Indian tribes), and women-owned small business concerns;
  5. A description of the method used to develop the subcontracting goals;
  6. A description of the method used to identify potential sources for solicitation purposes;
  7. A statement as to whether or not the offeror included indirect costs in establishing subcontracting goals (for commercial plans, see paragraph (d) of this section), and a description of the method used to determine the proportionate share of indirect costs to be incurred with small business (including ANCs and Indian tribes), veteran-owned small business, service-disabled veteran-owned small business, HUBZone small business, small disadvantaged business (including ANCs and Indian tribes), and women-owned small business concerns;
  8. The name of an individual employed by the offeror who will administer the offeror’s subcontracting program, and a description of the duties of the individual;
  9. A description of the efforts the offeror will make to ensure that small business, veteran-owned small business, service-disabled veteran-owned small business, HUBZone small business, small disadvantaged business, and women-owned small business concerns have an equitable opportunity to compete for subcontracts;
  10. Assurances that the offeror will include the clause at 219-8, Utilization of Small Business Concerns (see 19.708(a)), in all subcontracts that offer further subcontracting opportunities, and that the offeror will require all subcontractors (except small business concerns) that receive subcontracts in excess of $750,000 ($1.5 million for construction) to adopt a plan that complies with the requirements of the clause at 52.219-9, Small Business Subcontracting Plan (see 19.708(b));
  11. Assurances that the offeror will-
  • Cooperate in any studies or surveys as may be required;
  • Submit periodic reports so that the Government can determine the extent of compliance by the offeror with the subcontracting plan;
  • Submit the Individual Subcontract Report (ISR), and the Summary Subcontract Report (SSR) using the Electronic Subcontracting Reporting System (eSRS) ( http://www.esrs.gov), following the instructions in the eSRS.
  1. A description of the types of records that will be maintained concerning procedures adopted to comply with the requirements and goals in the plan, including establishing source lists; and a description of the offeror’s efforts to locate small business, veteran-owned small business, service-disabled veteran-owned small business, HUBZone small business, small disadvantaged business, and women-owned small business concerns and to award subcontracts to them;
  2. 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 the offeror used in preparing the bid or proposal, in the same or greater scope, amount, and quality used in preparing and submitting the bid or proposal. Responding to a request for a quote does not constitute use in preparing a bid or proposal. An offeror used a small business concern in preparing the bid or proposal if–
  • The offeror identifies 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
    • The 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;
  1. Assurances that the 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 (a)(12) of this section. This written explanation will be submitted to the contracting officer within 30 days of contract completion;
  2. Assurances that the contractor will not prohibit a subcontractor from discussing with the contracting officer any material matter pertaining to payment to or utilization of a subcontractor; and
  3. Assurances that the offeror will pay its 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 242-5).
  4. How to calculate Small Business Goals as a percentage of subcontracting value and total contract value
  5. How to ensure the business size(s) of each planned/proposed subcontractor
  6. Considerations when teaming with Subcontractors that may impact Subcontracting Plans
  7. Understanding the U.S. Government’s RFP requirements related to Small Business Subcontracting Plans.
  8. What are Contractor’s responsibilities post-execution of Subcontracting Plan
    1. Reporting
    2. Documenting Outreach Efforts and award information
    3. Flowdown Clauses related to small business subcontracting
    4. Obtain Large Business Subcontractors individual Subcontracting Plans

Details

Date:
November 3
Time:
2:00 pm - 4:00 pm
Cost:
$300
Event Categories:
,

Venue

Online

Other

Delivery Method
Live Virtual Training