ML20211Q929
| ML20211Q929 | |
| Person / Time | |
|---|---|
| Issue date: | 01/27/1986 |
| From: | Dreesen P NRC, SCIENCE APPLICATIONS INTERNATIONAL CORP. (FORMERLY |
| To: | |
| Shared Package | |
| ML20211Q786 | List: |
| References | |
| CON-NRC-03-87-029, CON-NRC-3-87-29 NUDOCS 8703030221 | |
| Download: ML20211Q929 (10) | |
Text
'
I
~
I I
SCIENCE APPLICATIONS INTERNATIONAL CORPORATION I
1200 PROSPECT STREET LA J0LLA, CA 92038 I
MEMORANDUM OF AGREEMENT REGARDING I
MASTER SUBCONTRACTING PLAN FOR THE PERIOD 1 MAR 86 - 28 FEB 87 I
E I
I l
'l APPROVED BY:
APPROVED BY CONTRACT a
ADMINIST
- 1 0F w/ 1 SA 7
t PETER OREESEN DATE
\\
/
DATE /
VICE PRESIDENT, PURCHASING
/
SCIENCE APPLICATIONS INT'L. CORP.
1 NU 070303 [gz P[zj--OS-07-029 I
PDR l I I
9 0
TABLE OF CONTENTS SECTION -
[
- REFERENCF;l TITLE PACE MASTER SUBCONTRACTING PLAN I
[(d)(7)]
PLAN / PROGRAM ADMINISTRATION
'1 II
[(d)(8)]
EQUITABLE OPPORTUNITY 2
IMPLENTATION METIIODS III
[(d)(9)]
SUBCONTRACT FLOW-DOWN REQUIREMENTS 4
IV
[(d)(10)]
REPORTS AND SURVEYS 4
V
[(d)(ll)]
RECORDS 4
VI POLICY STATEMENTS 5
VII INTEREST AND COMMITMENT 5
VIII
[(d)(ll)(v)] TRAINIUG AND MOTIVATION 6
IX
[(e)(1)]
SOLICITATION PLANNING AND 6
[(e)(2)]
MAKE-BUY DECISIONS x
[(e)(1)1 ASSISTANCE TO S/SDB CONCERNS 7
[(e)(3)]
XI
[(d)(10)]
REPORT SUBMITTAL 7
XII
[(f)]
UNDERSTANDING 7
[(h)]
[(1)l l
' I l
l
- REFERENCE SPECIFICALLY IDENTIFIES FAR 52.219-9 Requirements ll l
I PROGRAM RESPONSIBILITY / ADMINISTRATE N, A.
Program Responsibility The responsibility for the development and maintenance of the S/SDB program and for assuring the successful performance and achievement of program objectives has been assigned to Peter Dreesen, Vice President, Purchasing.
B.
Program Coordination 1.
The Corporate S/SDB Coordinator, identified in Section I D,
ha s been assigned program implementation and coordination responsibi-lity. These responsibilities include:
(a) Establishing and maintaining internal source lists.
(b) Acquisition of externally published source lists.
(c) Distribution of S/SDB information company-wide.
(d) Assist in identifying potential S/SDB sources.
I (c) Preparation and submittal of Standard Forms 294 and 295 on a timely basis.
(f) Data base maintenance.
(g) Representing the purchasing organization at Small Business
)
Administration and individual subcontracting plan reviews.
t (h) Representing the company at S/SDB seminars and conferences.
(1) Providing staff training relative to item 8.
(j) Seeking out S/SDB concerns and arranging Purchasing /QA/
Technical surveys.
(k) Assist in development and review of subcontracting plans.
C.
Subcontracting Plan Administration An individual Subcontracting Plan Administrator will be appointed and I
identified in Section I C of each subcontracting goal submittal.
The Plan Administrator is specifically responsible for subcontracting plan development and implementation.
Purchasing personnel assigned this responsibility are senior staff members involved at the proposal stage I
and work in conjunction with program, technical and contracts staf f as defined in Section !!!
A.
Subcontracting Plan Administrators are responsible for goal attainment.
O I n! M
II EQUITABLE OPPORTUNITY A.
Policy and Organization It is an established SAIC policy that S/SDB concerns have the maximum practicable opportunity to compete. The S/SDB Liaison Coordinator and the Subcontracting Plan Administrator are chartered to assure compliance with this policy (Ref: Corporate Purchasing Instruction CPI A-6, Assistance to Small Business Concerns, Small Disadvantaged Business Concerns, and Labor Surplus Area Concerns)
SAIC policy and procedures require inclusion of S/SDB sources on bid lists. An explanation of the absence of S/SDB sources on any award is required. Specific and periodic review (at or below $10,000) and approval by purchasing management assures compliance with this requirement.
B.
The following SAIC effort is a description of the efforts which have been and will be made by SAIC to assure that S/SDB concerns will have an equitable opportunity to compete for subcontracts:
1.
SAIC corporate policy is stated in Corporate Purchasing Instruction CPI A-6 (Assistance to Small Business Concerns Small Disadvantaged Business Concerns and Labor Surplus Area Concors) 2.
It is SAIC policy to comply with all government regulation including those concerning S/SDB concerns.
The intent of these regulations is also applied to any company activity that offers purchasing /
subcontracting opportunities.
3.
Viable programs have been established to effectively implement the S/SDB program.
Purchasing personnel are kept informed and current through department reviews and training programs which are on-going.
4.
Buyer incentives for the solicitation and award to S'/SDB concerns are also being formulated.
5.
S/SDB source lists are available to all purchasing personnel.
(See Section VII C 2).
6.
Purchasing, quality assurance, technical and financial staff are available to assist in developing S/SDB concerns.
7.
Special payment terms have been and will be arranged for S/SDB Concerns.
I
- 8. A purchasing representative is a member of all make or buy comittees, to ensure S/SDB representation.
I I
2 of 8
~
C.
Implementation Methods 1.
Internal Source Identifiers:
SAIC has prepa red a
comprehensive Small/Small Disadvantaged Business (S/SDB) Directory which is used by all buyers and subcon-tract administrators. The directory is used in the development of I
the new sources for immediate requirements and at the proposal stage for future requirements.
I Additionally, actual awards, included in the purchasing data base, utilize the Standard Industrial Classification Code for each item purchased.
This facility enables buyers and subcontract administrators to secure timely information, through computer look-up, of suppliers providing various goods and services.
2.
External Source Lists In addition to internaly developed source identification mechanisms, SAIC also utilizes source lists made available by agencies, states, associations and trade organizations.
These source lists are available to all purchasing personnel and include but are not limited to, the following:
California minority business enterprise directory, and other a.
states that publish such a directory.
b.
Electronic Materials Source List Hinority Vendor Directory of San Diego c.
)
d.
Other local directories available where SAIC has purchasing offices e.
National Minority Purchasing Council f.
Small Business Administrations Procurement Automated Source System (PASS) g.
Small Business Administration's eligible firms under Section (8) (a) of the Small Business Act h.
Source directories made available by other government con-tractors I
3 of 8
i.
111 SUBCONTRACT FLOW-DOWN REQUIREMENTS A.
FAR 52.219-8 The clause " Utilization of Small Business and Small Disadvantaged Business Concerns" FAR 52.219-8 shall be included in all subcontracts over ten thousand dollars ($10,000) except (1) contracts for services which are personal in nature, and (2) contracts which will be performed entirely (including all subcontracts) outside any state, territory, or possession of the United States, the District of Columbia, or the Commonwealth of Puerto Rico.
B.
FAR 52.219-9 SAIC will include the clause entitled " Utilization of Small Business and Small Disadvantaged Business Concerns" in all subcontracts which offer further subcontracting opportunities and will require all subcontractors (except small business concerns) who receive subcontracts in excess of five hundred thousand dollars ($500,000), or in the case of a contract for the construction of any public facility, one million dollars ($1,000,000), to negotiate a detailed subcontracting plan in accordance with FAR 52.219-9. SAIC will review, approve and monitor the subcontracting plan for compliance.
C.
FAR 52.220-3 and 52.220-4
" Utilization of Labor Surplus Area Concerns," FAR 52.220-3, and " Labor Surplus Area Subcontracting Program," FAR 52.220-4 are incorporated into SAIC's Purchase Order / Subcontract terms and conditions for contracts exceeding twenty-five hundred dollars ($2,500) which require B
compliance.
7 Compliance with these requirements is assured through the use of proforma I
solicitation and subcontract documents wherein the above requirements are clearly defined for the suppliers benefit.
IV REPORTS AND SURVEYS SAIC will provide periodic reports and cooperate in any studies or surveys as may be required by the contracting agency or the Small Business Administration in order to determine the extent of compliance with subcontracting plans or S/SDB requirements in general.
V RECORDS A.
On-line Access Data Base SAIC has established and maintains an active and inactive data base.
Information available includes:
1 - S/SDB lists 2 - Actual awards by Socio-Economic (S/E) Classification or any dollar value 3 - Identification of awards by S/E classification on a contract by contract or indirect charge basis to provide compliance reporting and general statistical information 4 of 8
s B.
Purchase Award Summary
[
Every purchese award, regardless of value, requires S/E identifica-tion of bidders solicited and a requirement to provide an explarption and justificat%a if S/SDB concerns were not solicited. A S!E classi-fication is also provided for woman owned business.
A C.
Additional Activities I
SAIC is energetically involved in other activities whf eh are suppd' ted r
f by appropriate recards in the form of contact repogts, trip rep 5tts and meeting schedules and agenda.
These activities ' include, but are not 1imited to:
'f 1 - S/SDB supplier contacts and surveys I
2 - Trade association and bucir ass development organizatioris 3 - Attendance at S/SDB conte ence and trade fairn 4 - Internal and external workshops, seminars and I
training programs i
VI POLICY. STATEMENTS Corporate Purebasing Instructions CPI A-1,Section III and A-6 Section VII define company-wide policy and procedures and assigns speciff e responsibi-lity'regarding the requirements of'the FAR 52.219-9.
i VII INTEREST AND COMMIDfENT
)
s Policy statements expressing 4:ompany interest and cor.eif tvient to S/SDB Programs, have becu promulgated throughout the company by Dr.
J.R.
I Beyster, President and Chief Executive Of ficer.
Performance in this area is continously monitored, reviewed and expanded by the Vice President, Purchasing.
Success of a S/SDB Purchasing Program is dependent upon total d!, vision commitment to the fundamental objective of the, program.
All levels of management must concinously emphasize SAIC's dedication to the program.
Increasing S/SUB participation in purchasing programs r equi t es active participation by personnel in all disciplines.
I Personnel generating production and non production requirements evalute the goods and services provided by S/SDB and identify requirements so as not to preclude these busineeses from qualifying and being given an equal opportunity to bid.
Division and Program Managers assure maximum consideration of S/SDB sources during proposal d evelopic ent-and their inclusion in proposals.
I Program Managers contirue emphatsis en utilization of small/snali disadvantaged business fitus during contract performance.
SAIC custome.re closely monitor company pe r fo rmance in this progrsm, and the degree of success is a consideration in proposal evaluation and, in some cases, fee d e t e rm i na t i on.
ag
,,-T I
Quality Assurance, while performing quality surveys, provides counseling and guidance to S/SDB concerns to achieve a broad base of quality approved sources for nanufacturing tasks and processes.
l.
Purchasing personnel assigned to specific programs assure early iM recognition of requirements to facilitate locating or developing sources
-I-for inclusihn in bid lists for proposal development and buy requirements.
Purchasing personnel ensure solicitation of S/SDB sources and assure that small disadvantaged businesses vill have an equitable opportunity to I,
' g(
'.jompete for subcontracts.
All disciplines provide, when requested by the Subcontracting Plan i
i Administrator, counseling and guidance to actual or potential S/SDB f
sources in such areas as technology, management, manufacturing techniques,
[
quality control, financial and legal.
VIII TRAINING AND MOTIVATION i
i A.
Training I1 SAIC pro / ides on going training and awareness programs relative to the of PL95-507.
Training is accomplished through regular staff meetings between I~
managers, the S/SDB Coordinator and personnel as well as by seminars i
conducted by the Director, Corporate Purchasing and appropriate [-
government and trade representatives.
I B.
Motivation I
Recorde of all awards with S/SDB concerns are maintained for each bufer.
Performance to PL95-507 objectives and I'ndividual subcon-tracting plans is a factor in each individual's annual performance review.
A quarterly buyer incentive program has also been initiated, based on
.g The aggregate dollars awarded to SDB g
The highest number of awards to SDB The highest number of SDB solicited Outstanding buyer assistance provided to.' SDB to become a I
viable supplier.
IX SOLICITATION PLANNING - MAKE BUY DECISIONS I
SAIC is aware of its responsibility to manage solicitation and procurement ef forts to provide the maximum participation by S/SDB concerns. The I
mechanisms utilized to effect the fulfillment of this responsibility have been previously described in Section VII.
I-I' 6 of 8 i
X
. ASSISTANCE TO S/SDB CONCERNS I
Special assistance has been provided to S/SDB concerna in several ways and additional efforts are being initiated.
SAIC has been involved in outreach ef forts to identify and qualify S/SDB concerns.
Follow-up efforts to detennine why S/SDB firms did not res pond to solicitation or were not successful are also pursued.
Organizational elements to provide special management, technical, and financial assistance are available at the corporate level.
Additional efforts which have been initiated include SDB seminars to encourage new suppliers to become qualified and able to respond to solicitation requirements.
An "open door" policy is maintained for all suppliers.
Sources of potential business within the company are also identified based on the suppliers particular endeavor.
SAIC supports local trade fairs and small business conferences in areas where company purchasing offices are located.
XI REPORT SUBMITTAL SAIC has and will continue to submi t Standard Form 294, Subcontracting Report for Individual Contracts, and Standard Form
- 295, Summary Subcontract Report, in accordance with instructions provided on the forms.
XII
_ UNDERSTANDING SAIC understands that:
A.
An acceptable plan must, in the determination of the Contracting
- Officer, provide the maximum practicable opportunity for small business and small disadvantages business concerns to participate in the performance of the contract.
B.
The Contracting Of ficer shall notify the Contractor in, writing of his reasons for determining a subcontracting plan to be unacceptable.
Such notice shall be given early enough in the negotiation process to allow the Contractor sufficient time to modify the plan within the I
time limits prescribed.
1 C.
Prior compliance of the of feror with other such subcontracting plans under previous contracts will be considered by the Contracting Of ficer in determining the responsibility of che offeror for awa rd of the contract.
D.
The failure of any contractor or subcontractor to comply in good f aith I
with (1) the clause entitled Utilization of Small Business and Small Disadvantaged Business Concerns or (ii) an approved plan required by this Small Business and Small Disadvantaged Business Subcontracting Plan (Negotiated) provision, will be a material breach of such l
contract or subcontract.
lI 7 of 8
E.
A master subcontracting plan on a plant or division-wide basis which contains all the eleme'n't s required by FAR 52.219-9 above, except goals, may be incorporated by reference as a part of the subcontract-i ing plan required of the offeror by this clause, Provided:
(1) the master plan has been approved by the Contractor's cognizant Contract Administration Office; (ii) the offeror provides copies of the approved masiter plan and evidence of its approval to the Contracting Officer; and (iii) goals and any deviations from the master plan i
deemed necessary by the Contracting Of ficer to satisfy the require-ments of this contract are set forth in the individual subcontracting plan.
256/12 I
Nl s
l I
.