ATTACHMENT J.8 APPENDIX H SMALL BUSINESS SUBCONTRACTING PLAN. Applicable to the Operation of Ernest Orlando Lawrence Berkeley National Laboratory
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1 Cntract N. DE-AC02-05CH11231 Mdificatin N. 980 Sectin J, Appendix H ATTACHMENT J.8 APPENDIX 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 Cntract N. DE-AC02-05CH11231 Mdificatin N. 980 Sectin J, Appendix H Lawrence Berkeley Natinal Lab Small Business Subcntracting Plan FY 2017 DATE: 11/21/2016 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: $316,000, 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) 1 Page Small business cncerns: 50% 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-1
3 Cntract N. DE-AC02-05CH11231 Mdificatin N. 980 Sectin J, Appendix H 3. The fllwing dllar values crrespnd t the percentage gals shwn in 2. abve. (a) (b) (c) (d) (e) (f) Ttal dllars planned t be subcntracted t small business cncerns: $158,000,000. Ttal dllars planned t be subcntracted t veteran-wned small business cncerns: $9,480,000. This amunt is included in the amunt shwn under (a), abve Ttal dllars planned t be subcntracted t service-disabled veteran-wned small business cncerns: $9,480,000. This amunt is included in the amunt shwn under (a), abve. Ttal dllars planned t be subcntracted t HUBZne small business cncerns: $9,480,000. This amunt is included in the amunt shwn under (a), abve. Ttal dllars planned t be subcntracted t small disadvantaged business cncerns: $1,580,000. This amunt is included in the amunt shwn under (a), abve. Ttal dllars planned t be subcntracted t wmen-wned small business cncerns: $1,580,000. 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, HUBZne, small disadvantaged, wmen-wned small business, r large business cncerns: CATEGORY SB VOB SDVOB HUB SDB WOSB LB Architect-Engineer Services X X X X X Bilgical Agents X X Bks & Peridicals X X Building/Cnstructin Machinery X X X X Building/Cnstructin Supply X X X X X X X Chemicals X X X X Cmputer/Technlgy Services X X X X X X X Cnstructin/Repair Services X X X X X X Cnsultant Services X X X X X X Cntrlled Substance X X X Design/Graphic Supply X Distributin/Cnditining X X X X X X X Dmestic Appliance X X X X X Electrical Supply X X X Electrnic Cmpnent X X X X X Electrnic Cnsumer Gds X X X X X X X Envirnmental Services X X X X X X Equipment Repair/Maintenance X X X X Fabricatin X X X X X Furniture/Furnishings X X X X Gases, Bulk X X X X 2 P age J-H-2
4 Cntract N. DE-AC02-05CH11231 Mdificatin N. 980 Sectin J, Appendix H CATEGORY SB VOB SDVOB HUB SDB WOSB LB Gases, Hazardus X X X Healthcare Services X X HEPA Filter X X X X Industrial Supply X X X X Istpes X X X IT Hardware X X X X X X X Janitrial Services X X Labratry Equipment X X X X X X X Lab Cabinet/Hd X X X X X Landscaping Services X X X X X X Laser Equipment X X Lease, Equipment X X X X Medical Equipment/Supply X X X X Office Equipment X X X X X Paper Material/Prducts X X X X X Pharmaceutical Supply X X X X X Plant/Animal Supplies X X X X X X Precius Metal X X X Relcatin Services X Research & Develpment X X X X X Respiratry Equipment X X X X Safety Equipment X X X X X Security Equipment X X Stres X X X X Telecmmunicatin Services X X X X X Temprary Persnnel X X X X X Tls/Machinery X X X X X X Transprtatin Service X X X X X Travel & Ldging X Wrk Apparel Prduct X X X X X X X 5. The fllwing methd was used in develping subcntract plan gals: The fllwing is a descriptin f the methd used t develp the subcntracting gals fr small business cncerns and large business (LB) cncerns including the quantitative basis (in dllars) used t establish the percentage gals and hw the areas t be subcntracted t the varius small business cncerns and large business (LB) cncerns were determined. The galing dllars and percentages entered in Sectin 2 and 3 represent stretch estimates applied t an acquisitin frecast develped frm histrical data, institutinal prjectins, and market research. The frecast is a multi-step cmputatin f the labratry s prjected prcurement base and analysis f small business spend by subcntract categry. The Labratry s prjected Real Available Prcurement Dllars (a basis used in frecasting), after adjusting fr multi-year and incrementally funded subcntract bligatins is $139M. The prjectin is estimated based n current data n expiring term agreements and available subcntracting pprtunities. An internal frecast f 33.6% was cmputed based upn the abve analysis. Refer t Sectin 6 fr methds used t identify small business surces f supply and services t bridge the gap between frecast and stretch gals. 3 P age J-H-3
5 Cntract N. DE-AC02-05CH11231 Mdificatin N. 980 Sectin J, Appendix H 6. The fllwing methds were used t identify ptential surces fr slicitatin purpses: Berkeley Lab has strng small business prgram that fcuses bth n utreach and in-reach activities t maximize pprtunities t small business. Outreach effrts t btain surces and attract small businesses: Engage and wrk with a selectin frm the fllwing small business cncern trade assciatins: The Minrity Business Develpment Agency (MBDA)/US Dept f Cmmerce Natinal Minrity Supplier Develpment Cuncil (NMSDC) and its reginal ffices Natinal Assciatin f Wmen Business Owners (NAWBO)and its reginal ffices Nrthern Califrnia Small Business Assciatin US Pan Asian Chamber f Cmmerce and its reginal ffices East Bay Small Business Develpment Center City f Berkeley Berkeley Chamber f Cmmerce Emeryville Chamber f Cmmerce Department f Veteran Affairs Califrnia Alliance f Disabled Veterans Department f General Services SB Advcate Cmmittee US Army Crps f Engineers SBA Business Matchmaking Wmen s Business Enterprise Natinal Cuncil (WBENC) and its reginal ffices Oakland African American Chamber f Cmmerce (OAACC) Attend a selectin f events frm this list f small business cncern cnferences and trade fairs Natinal Minrity Supplier Develpment Cuncil Cnference Nrthern Califrnia Small Business Assciatin meetings SBA Business Matchmaking Western Regin DOE SB Prgram Manager s Meetings Natinal Veteran Small Business Cnference & Exp Department f General Services Advcate SB Meeting The Annual High Tech Small Business Cnference US Army Crps f Engineer Veterans Cnference UC Annual Vendr Fair at UC Berkeley US Pan Asian Chamber f Cmmerce Cnference SBA Bay Area Vendr Fair Califrnia Disabled Veteran Business Alliance Fair DOE Annual Small Business Cnference Wmen s Business Enterprise Natinal Cuncil (WBENC) and its reginal ffices UC Small Business Manager meetings as deemed apprpriate Hubzne Natinal Cnference and its reginal ffices 4 P age J-H-4
6 Cntract N. DE-AC02-05CH11231 Mdificatin N. 980 Sectin J, Appendix H Leverage resurces such as System fr Award Management (SAM) SBA Dynamic Small Business Search DOE s Small Business Energy Cntract database VetBiz database GSA, ICPT, UC Cnsrtium Agreements t leverage SB utreach UC, gvernment & industry surce directries (e.g. HUBZne Gateway, EBMUD, UC Berkeley, etc.) Attract Small Businesses t the Labratry Single pint f cntact fr all resurces relating t SB cmmunity and cncerns LBNL Small Business website that is easy t use and prvides relevant infrmatin t Small Businesses and easy registratin t wrk with the Lab Cnduct presentatins and training at varius small business industry/trade events t attract small business suppliers and prmte labratry cntracting pprtunities Enable business partnerships between large and small business t drive small business develpment and grwth Maintain pen-dr plicy fr vendr visits and prduct demnstratins; cnduct ne-n-ne meetings and caching as time permits. Wrk clsely with varius lcal Chambers f Cmmerce t establish special Ambassadr prgrams in utilizing lcal small businesses. In-reach effrts t prmte small business engagement and subcntracting: LBNL Small Business Directry fr easy access t Small Business infrmatin fr prcurement specialists and Lab end-users Targeted seminars and training prgrams relating t small business matters t prcurement specialists and Lab end-users Cntinuus cmmunicatin t prcurement specialists n small business gals and success stries t increase awareness and prmte success Mnitr activities t evaluate cmpliance with the subcntracting plan Cllabrate with technical end users t identify/lcate small business resurces including arranging the initial meetings and presentatins between small businesses and technical prject managers Train prcurement specialists n Small Business matters t help the prcurement specialists gain a better understanding f the imprtance f small businesses, and encurage them t increase subcntracting pprtunities fr small business cncerns. Review acquisitins greater than $25K fr small business pprtunities Leverage ecmmerce prgram t meet small business bjectives Small business gals are an element f emplyee perfrmance expectatins 7. Indirect csts (check ne belw): have been, have nt been included in the gals specified 5 P age J-H-5
7 Cntract N. DE-AC02-05CH11231 Mdificatin N. 980 Sectin J, Appendix H 8. The fllwing individual will administer the subcntracting prgram: Name: Edna Annis Title: Business Assurance Manager Address and Telephne: 1 Cycltrn Rad, MS 971-PROC Berkeley, CA This individual's specific duties, as they relate t the firm's subcntracting prgram, are as fllws: Develp and prmte plicy initiatives that demnstrate supprt fr awarding subcntracts t small business cncerns Review and mnitr requisitins ver $25K in advance t maximize cntracting pprtunities fr small business cncerns Mnitring f activities t assure cmpliance with subcntracting plan Make arrangements fr the utilizatin f varius surces fr the identificatin f small business cncerns see surces in sectin 6 abve Actively review new supplier capabilities and match/intrduce them t prcurement specialists Crdinate and arrange meetings between prspective suppliers and technical endusers/prject managers Attend and actively participate in small business annual cnferences, trade shws and netwrking events see listing in sectin abve Make small business cncerns aware f subcntracting pprtunities and hw t prepare respnsive bids Train prcurement staff n small business prgram requirements, prcess and hw t maximize small business pprtunities Mnitr the Lab's perfrmance n sciecnmic gals and making any adjustments necessary t achieve the subcntract plan gals Prepare and submit required reprts Ensure that the bid prpsal review team dcuments its reasns fr nt selecting lw bids submitted by small business cncerns 9. The fllwing effrts will be taken by the SBO t assure that small business, servicedisabled veteran wned, HUBZne small business, small disadvantaged business and wmen-wned business cncerns will have an equitable pprtunity t cmpete fr subcntracts: (a) The Small Business Prgram maintains an SB Directry f small, small disadvantaged, wmen-wned, service-disabled veteran wned and HUBZne businesses. This directry is accessible t bth end-users and t prcurement specialists in sliciting subcntracts. (b) Utilizatin f small, service-disabled veteran wned, HUBZne, small disadvantaged, and wmen-wned business surcelists by prcurement specialists (see sectin 6 abve) (c) Internal effrts t guide and encurage prcurement specialists (see sectin 6 abve) 6 P age J-H-6
8 Cntract N. DE-AC02-05CH11231 Mdificatin N. 980 Sectin J, Appendix H 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. 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. 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 4/30/17 and 10/31/17), 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: (a) (b) Surce Lists (e.g. PRO-Net), guides, and ther data that identify small business, servicedisabled veteran wned, HUBZne, small business, small disadvantaged business, and wmen-wned small business cncerns. Organizatins cntacted in an attempt t lcate surces that are small business, servicedisabled veteran wned, HUBZne, small business, small disadvantaged business, r wmen-wned business cncerns. (c) Recrds n each subcntract slicitatin resulting in an award f mre than $150,000, indicating n each slicitatin i. Whether small business cncerns were slicited, and if nt, why nt; ii. Whether service-disabled veterans-wned small business cncerns were slicited, and if nt, why nt; iii. Whether HUBZne small business cncerns were slicited, and if nt, why nt; iv. Whether small disadvantaged business cncerns were slicited, and if nt, why nt; v. Whether wmen-wned small business cncerns were slicited, and if nt, why nt; and vi. If applicable, the reasn award was nt made t a small r small disadvantaged business cncern. (d) Recrds f any ther utreach effrts t cntact trade assciatins, business develpment rganizatins, and cnferences and trade fairs t lcate small, service-disabled veteran- 7 P age J-H-7
9 Cntract N. DE-AC02-05CH11231 Mdificatin N. 980 Sectin J, Appendix H wned, HUBZne small, small disadvantaged, and wmen-wned small business cncerns. (e) (f) Recrds f internal guidance and encuragement prvided t prcurement specialists thrugh wrkshps, seminars, and training prgrams; and mnitring f perfrmance t evaluate cmpliance with prgram requirements. On a cntract-by-cntract basis, recrds t supprt award data including the name, address and business size f each subcntractr. 8 P age J-H-8
10 J-H-9 Cntract N. DE-AC02-05CH11231 Mdificatin N. 980 Sectin J, Appendix H
ATTACHMENT J.8 APPENDIX H SMALL BUSINESS SUBCONTRACTING PLAN. Applicable to the Operation of Ernest Orlando Lawrence Berkeley National Laboratory
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