D.9 Subcontracting Plan Template

SMALL BUSINESS SUBCONTRACTING PLAN

(Model Outline* – Template Effective 11/27/2024)
* This template is a suggested model for use when formulating a subcontracting plan pursuant to the requirements at FAR 52.219-9(d). While this model plan has been designed to be consistent with FAR 52.219-9, other formats may be acceptable. However, failure to include the essential information as set forth in this model may be cause for either a delay in acceptance or the rejection of an offer where the clause is applicable. Further, the use of this model is not intended to waive other requirements that may be applicable under FAR 52.219-9 or that may appear in the Government’s solicitation. SUBCONTRACTING PLAN PERIOD: FORMTEXT [Enter start of planholder FY] - FORMTEXT [Enter end of planholder FY] Individual plans should cover the entire period of performance, and commercial plans should coincide with the company’s fiscal year. In the event your company's fiscal year is for a period that will end before the contract periods of any federal contracts you hold which include the requirement to have a small business subcontracting plan, you will be required to submit a new subcontracting plan for approval thirty (30) days prior to expiration of the existing subcontracting plan. In the event an acceptable plan cannot be negotiated prior to expiration of the existing subcontracting plan, your contract(s) may be terminated. DATE SUBMITTED: FORMTEXT [Enter date submitted. If plan has been revised, enter revision date] PLANHOLDER NAME: FORMTEXT [Planholder must be a single company] PLANHOLDER UEI: FORMTEXT [Must be UEI of Planholder, not a Subsidiary] PLANHOLDER ADDRESS: FORMTEXT [Address of Planholder and UEI listed]

FORMTEXT

FORMTEXT

FORMTEXT

SUBSIDIARIES INCLUDED: FORMTEXT [Enter "None" or specific names of included subsidiaries; in the company structure, the planholder must be a level above all listed subsidiaries] ITEM/SERVICE TYPE: FORMTEXT [Enter general description, not specific brand names, contract number, etc.]

TYPE OF PLAN

Subcontracting/Spend: "SUBCONTRACT," as used in 52.219-9, refers to your external company spend, meaning any agreement (other than one involving an employer-employee relationship) entered into by a federal government prime contractor or subcontractor calling for supplies or services required for performance of the contract or subcontract. Excluded Categories of Spend: Per 52.219-9(g), the following categories should not be included in the total subcontracting spend base in #1, the proposed goals in #2, nor in the categories of spend listed in #3: Employee salaries and benefits; payments for petty cash; depreciation; interest; income taxes; property taxes; lease payments; bank fees; fines, claims, and dues; original equipment manufacturer relationships during warranty periods (negotiated up front with the product); utilities and other services purchased from a municipality or an entity solely authorized by the municipality to provide those services in a particular geographical region; and philanthropic contributions.