(a) For each contract that requires a subcontracting plan, both the SBTA and SBA PCR review the apparent successful offeror’s subcontracting plan. When you make multiple awards under a solicitation, submit the subcontracting plans of all apparent successful offerors.
(1) Except as noted in (b) below, provide the SBTA a copy of the plan at least 5 workdays before the anticipated award date.
(2) Consider any recommendations the SBTA or SBA PCR provides about whether to accept or reject a subcontracting plan. In the case of an unresolved disagreement, notify the AAOED and consider any subsequent advice the AAOED provides.
(b) For contracts that meet either of the conditions listed below, the AAOSBU (through your designated SBTA or Regional SBUC) will review the SBTA's and SBA PCR's recommendations. Provide the SBTA a copy of the plan at least 10 days before the anticipated award date. The SBTA and SBA PCR have 5 workdays to review and comment on the plan and the AAOSBU (through your designated SBTA or Regional SBUC) has 5 workdays to review their recommendations. All reviews must be completed in 10 workdays unless you grant an extension.
(1) Contract performance will occur in two or more Regions and the estimated value of the acquisition exceeds $500 million (including options), excluding multiple award schedule contracts.
(2) Based on political sensitivity or importance to GSA, the AAOSBU designates the procurement for review.
(c) Notification letter for individual contract plans. After approval of an individual contract plan, using the format below, send a letter to the contractor transmitting copies of the SF 294 and SF 295. Send the letter with the award package or as soon as practicable after award.
Name
Address
City, State, Zip Code
Re: Subcontracting Plan Reports for Contract No.
Dear :
Your individual contract plan submitted for the subject contract has been approved. You must submit subcontracting reports on Standard Form (SF) 294, Subcontracting Report for Individual Contracts, and Standard Form (SF) 295, Summary Subcontract Report.
Use the SF 294 to report subcontracting activity under this contract. Submit the report semiannually by April 30 for the reporting period October 1-March 31 and by October 30 for the reporting period April 1-September 30. A separate report is required at contract completion. If requested by the Contracting Officer, you must furnish the name and size status of your subcontractor(s), and the dollar amount of the subcontract(s).
Use the SF 295 to report total subcontracting activity under all of your GSA contracts. Submit the report annually for the period October 1-September 30 (the Government fiscal year). The report is due on or before October 30th of each year. A new reporting cycle begins October 1st of each year.
Send the SF 294 report to: [insert address of contracting office administering the contract], with a copy to: [insert address of SBTA in Region or Central Office service where contract was awarded].
In addition to the Commercial Market Representative (CMR), forward the SF 295 to [insert the address of the contracting officer administering the contract] and to: GSA Office of Small Business Utilization (E), 1800 F Street, NW, Washington, DC 20405.
The SF 294 and SF 295 report forms are enclosed.
Sincerely,
Contracting Officer
Enclosures (SF 294 and SF 295)
(d) Notification letter for commercial plans. After approval of a commercial plan, send a letter to the contractor transmitting copies of the SF 295 using the format below. Send the letter with the award package or as soon as practicable after award.
Name
Address
City, State, Zip Code
Re: Subcontracting Plan Reports for Contract No.
Dear :
Your commercial plan, submitted in connection with the subject contract has been approved by [insert name, address, and telephone number of approving official]. You must submit subcontracting reports on Standard Form (SF) 295, Summary Subcontract Report.
The SF 295 is an annual report due on or before October 30th of each year. The reporting period is October 1-September 30, i.e., the Government fiscal year. The report should summarize subcontracting activity under all contracts awarded during the current fiscal year that are covered by this commercial plan.
If at any time during contract performance you are unable to identify capable small, HUBZone small, small disadvantaged, women-owned small, veteran-owned, and service-disabled veteran-owned small business concerns, please contact the Office of Small Business Utilization by telephone at (202) 501-1021 or by facsimile at (202) 208-5938.
In addition to the Commercial Market Representative (CMR), forward the SF 295 to both: [insert address of contracting office administering the contract]; and send a copy to: GSA Office of Small Business Utilization (E), 1800 F Street, NW, Washington, DC 20405.
The SF 295 report forms are enclosed.
Sincerely,
Contracting Officer
Enclosure (SF 295)
