ATTACHMENT J.8 APPENDIX H SMALL BUSINESS SUBCONTRACTING PLAN. Applicable to the Operation of Ernest Orlando Lawrence Berkeley National Laboratory

Transcription

1 Cntract N.: DE-AC02-05CH11231 Mdificatin N Sectin J, Appendix H ATTACHMENT J.8 APPENDI H SMALL BUSINESS SUBCONTRACTING PLAN Applicable t the Operatin f Ernest Orland Lawrence Berkeley Natinal Labratry Cntract N. DE-AC02-05CH11231 J-H-1

2 Lawrence Berkeley Natinal Lab Small Business Subcntracting Plan FY 2018 Cntract N.: DE-AC02-05CH11231 Mdificatin N Sectin J, Appendix H DATE: 12/4/2017 CONTRACTOR: Regents f the University f Califrnia ADDRESS: 1 Cycltrn Rad, Berkeley, CA SOLICITATION OR CONTRACT NUMBER: DE-AC02-05CH11231 ITEM/SERVICE: Management and Operatins f Lawrence Berkeley Natinal Labratry The fllwing, tgether with any attachments, is hereby submitted as a Small Business Subcntracting Plan t satisfy the applicable requirements f Public Law as implemented by FAR Clause The ttal estimated dllar value f all planned subcntracting (t all types f business cncerns) under this cntract is: $326,000,000.The gals in 2A-H belw are based n ur n verall spend minus allwable exclusins which includes Freign Subcntracts, DOE cntractr rders, affiliates (UC campuses, ther campuses, LANL, LLNL), and utilities (DOE-apprved nn-mandatry exclusin). The amunt after exclusins is $253,353,290 t be available t small business as fllws: 2. The fllwing percentage gals (expressed in terms f a percentage f ttal planned Subcntracting dllars) are applicable t the cntract cited abve r t the cntract awarded under the slicitatin cited. (a) (b) (c) (d) (e) (f) Small business cncerns: 42% f ttal planned subcntracting dllars under this cntract will g t subcntractrs wh are small business cncerns. Veteran-wned small business cncerns: 3% f ttal planned subcntracting dllars under this cntract will g t subcntractrs wh are veteran-wned small business cncerns. This percentage is included in the percentage shwn under 2(a), abve. Service-disabled veteran-wned small business cncerns: 3% f ttal planned subcntracting dllars under this cntract will g t subcntractrs wh are service-disabled veteran-wned small business cncerns. This percentage is included in the percentage shwn under 2(a), abve. HUBZne small business cncerns: 3% f ttal planned subcntracting dllars under this cntract will g t subcntractrs wh are HUBZne small business cncerns. This percentage is included in the percentage shwn under 2(a), abve. Small disadvantaged business cncerns: 5% f ttal planned subcntracting dllars under this cntract will g t subcntractrs wh are small disadvantaged business cncerns. This percentage is included in the percentage shwn under 2(a), abve. Wmen-wned small business cncerns: 5% f ttal planned subcntracting dllars under this cntract will g t subcntractrs wh are wmen-wned small business cncerns. This percentage is included in the percentage shwn under 2(a), abve. J-H-2

3 3. The fllwing dllar values crrespnd t the percentage gals shwn in 2 abve. Cntract N.: DE-AC02-05CH11231 Mdificatin N Sectin J, Appendix H (a) Ttal dllars planned t be subcntracted t small business cncerns: $106,408,382. (b) Ttal dllars planned t be subcntracted t veteran-wned small business cncerns: $ 7,600,599. This amunt is included in the amunt shwn under (a), abve (c) Ttal dllars planned t be subcntracted t service-disabled veteran-wned small business cncerns: $7,600,599. This amunt is included in the amunt shwn under (a), abve. (d) Ttal dllars planned t be subcntracted t HUBZne small business cncerns: $ 7,600,599. This amunt is included in the amunt shwn under (a), abve. (e) Ttal dllars planned t be subcntracted t small disadvantaged business cncerns: $ 12,667,664. This amunt is included in the amunt shwn under (a), abve. (f) Ttal dllars planned t be subcntracted t wmen-wned small business cncerns: $ 12,667,664. This amunt is included in the amunt shwn under (a), abve. 4. Principal prducts and/r services t be subcntracted under this cntract are listed belw alng with the distributin t small, veteran-wned including service-disabled veteran-wned, HUBZne, small disadvantaged, and wmen-wned small business cncerns: CATEGORY SB VOB SDVOSB HUB SDB WOSB Architect-Engineer Services Bilgical Agents Bks & Peridicals Building/Cnstructin Machinery Building/Cnstructin Supply Chemicals Cmputer/Technlgy Services Cnstructin/Repair Services Cnsultant Services Cntrlled Substance Design/Graphic Supply Distributin/Cnditining Dmestic Appliance Electrical Supply Electrnic Cmpnent Electrnic Cnsumer Gds Envirnmental Services Equipment Repair/Maintenance Fabricatin Furniture/Furnishings Gases, Bulk Gases, Hazardus Healthcare Services HEPA Filter Industrial Supply Istpes IT Hardware Janitrial Services Labratry Equipment Lab Cabinet/Hd J-H-3

4 Cntract N.: DE-AC02-05CH11231 Mdificatin N Sectin J, Appendix H CATEGORY SB VOB SDVOSB HUB SDB WOSB Landscaping Services Laser Equipment Lease, Equipment Medical Equipment/Supply Office Equipment Paper Material/Prducts Pharmaceutical Supply Plant/Animal Supplies Precius Metal Relcatin Services Research & Develpment Respiratry Equipment Safety Equipment Security Equipment Stres Telecmmunicatin Services Temprary Persnnel Tls/Machinery Transprtatin Service Travel & Ldging Wrk Apparel Prduct 5. The fllwing methd was used in develping subcntract plan gals: The Lab s FY18 subcntracting gals are based n subcntracting gals prvided by the DOE, adjusted fr exclusins. The Lab will strive t further imprve perfrmance twards these gals. The Lab is develping a number f initiatives in FY18 as explained thrughut this dcument t set it n the path twards increased perfrmance. 6. The fllwing methds were used t identify ptential surces fr slicitatin purpses: Berkeley Lab will plan bth n utreach and in-reach activities t maximize pprtunities t small business. Outreach effrts t btain surces and attract small businesses: Engage with small business trade assciatins and related rganizatins, and attend small business cnferences and trade fairs. We will select frm the lists belw: Assciatins and Organizatins DD Western Reginal Cuncil fr SB Educatin and Advcacy Member Prcurement Technical Assistance Centers-PTACs (Berkeley Lab is a Client Member f Mnterey PTAC) Wmen s Business Enterprise Cuncil-West (WBEC-West) Member Disabled Veterans Business Alliance (DVBA) (Sacrament Chapter Participant) Natinal Cntract Management Assn (NCMA) (Sacrament Chapter Participant) Oakland Chamber f Cmmerce Member Berkeley Chamber f Cmmerce Member East Bay Ecnmic Develpment Assn (EDA) Member Chinese American Cnstructin Prfessinals (CACP) Member Asian Business Assn f Orange Cunty (ABAOC) Member J-H-4

5 Cnferences and Trade Fairs Veterans in Business Netwrk Cnventin (Nv 2017) Natinal Veterans SB Engagement (Dec 2017) Natinal Reservatin Ecnmic Summit (March 2018) Disabled Veteran Business Alliance Cnference (AKA: Keeping the Prmise)(May 2018) DOE Annual Small Business Cnference (May, 2018) WBENC (Parent Organizatin f WBEC-West) Cnference (June 2018) WBEC-West Cnference Leverage resurces such as Cntract N.: DE-AC02-05CH11231 Mdificatin N Sectin J, Appendix H System fr Award Management (SAM) SBA Dynamic Small Business Search VIP Database (VA) GSA, ICPT, UC Agreements with small businesses, DOE MP Prgram Participants, Other Than Small Business (OTSB) Supplier Diversity Resurces, Gv SB Team Listings and Related Resurces Attract Small Businesses t the Labratry Create Mentr-Prtégé Pilt Prgram Targeting SDVOSB and WOSB Firms In-reach effrts t prmte small business engagement and subcntracting: Maintain the LBNL Small Business Directry and website t allw easy access t Small Business infrmatin fr prcurement specialists and Lab end-users. Elements f the website include statement by the acting CPO in supprt f SB, the directry, SB events calendar, prcurement frecast, prcurement plicies and technical assistance dcuments As needed, review/update relevant SPs and prvide training Create SB bidders lists fr individual requirements and dcument surce selectin ratinale/utcme Assist in market research fr acquisitins greater than $25K Small business gals are an element f emplyee perfrmance expectatins Set gal f finding 10 new SDVOSB and WOSB cnstructin vendrs fr additin t SB database T maximum extent practical, cntinue ecmmerce strategy f using small business suppliers Currently 46 ut f 47 catalgs are thrugh small business suppliers. 7. Indirect csts (check ne belw): have been, have nt been included in the gals specified 8. The fllwing individual will administer the subcntracting prgram: Name: Rger Minami Title: Small Business Prgram Manager Address: 1 Cycltrn Rad, MS 971-PROC, Berkeley, CA Telephne: J-H-5

6 This individual's specific duties, as they relate t the firm's subcntracting prgram, are as fllws: SB market research f requisitins ver $25K in advance t maximize cntracting pprtunities fr small business cncerns. Market research t include advcacy fr SB teaming/mentr-prtégé pprtunities, set-asides and sle-surce recmmendatins when apprpriate Mnitring f activities t assure cmpliance with subcntracting plan, including verificatin f supplier credentials in SAM Utilize surces fr the identificatin f small business cncerns see surces in sectin 6 abve. This includes market intrductin f ptential surces t technical end users t assist them in their effrts t plan ut requirements and increase SB participatin at the Lab. Cntract N.: DE-AC02-05CH11231 Mdificatin N Sectin J, Appendix H Attend a selectin f small business cnferences, trade shws and netwrking events see listing frm which selectin will be made abve Review new supplier capabilities and match/intrduce them t prcurement specialists and thers where applicable Train prcurement staff n small business prgram requirements, prcess and hw t maximize small business pprtunities Ensure that the prcurement specialists dcument its reasns fr nt selecting lw bids r bids within fair market value submitted by small business cncerns Mnitr team and cllective sci-ecnmic gal perfrmance and adjust accrdingly necessary t achieve the subcntract plan gals Prepare and submit required reprts 9. The fllwing effrts will be taken by the SBO t assure that small business, service-disabled veteran wned, HUBZne small business, small disadvantaged business and wmen-wned business cncerns will have an equitable pprtunity t cmpete fr subcntracts: (a) (b) (c) Advcate fr SB set-asides, teaming/mentr-prtege pprtunities and sle-surce SB awards when apprpriate Mnitr team sci-ecnmic perfrmance gals (Gd Faith Effrt) Develp mentr-prtégé pilt prgram targeting SDVOSB and WOSBs 10. Lawrence Berkeley Natinal Labratry agrees that FAR will be included in all subcntracts greater than $700,000 ($1,500,000 fr cnstructin), with the exceptin f cmmercial items, if subcntract invlves any further subcntracting pprtunities. Such plans will be reviewed by cmparing them with the prvisins f FAR , and assuring that all minimum requirements f an acceptable subcntracting plan has been satisfied fr maximum SB participatin. The acceptability f percentage gals shall be determined n a case-by-case basis depending n the supplies/services invlved and the availability f ptential small business subcntractrs. Once apprved and implemented, plans will be mnitred thrugh the submissin f peridic reprts, and subcntracting prgram prgress. We will discuss relevant gal attainment issues f SB subcntract plan hlders when needed. 11. Lawrence Berkeley Natinal Labratry agrees t submit peridic reprts and cperate in any studies r surveys as may be required by the cntracting agency r the Small Business Administratin in rder t determine the extent f cmpliance with the subcntracting plan and with the clause entitled "Utilizatin f Small Business Cncerns" cntained in the cntract. We further agree t submit The Individual Subcntracting Reprt fr Individual Cntracts (ISR by 4/30/18 and 10/31/18), and the Summary Subcntract Reprt (SSR by 10/31/17), in accrdance with the instructins utlined in the gvernment wide esrs Subcntracting Reprting System lcated at Additinally, we will ensure that ur subcntractrs agree t submit the Individual and Summary Subcntracting reprts where applicable. 12. Lawrence Berkeley Natinal Labratry agrees t maintain at least the fllwing types f recrds t dcument cmpliance with this subcntracting plan: J-H-6

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