Solicitation, Diagnostic Kit Assembly High Voltage/Low, NSN: 6620-01-659-1256

Form / Attachment / Pricing Sheet

This document, the "First Article - Waiver Worksheet," is a sample form used by contractors to request a waiver or partial waiver of First Article Test (FAT) requirements. It serves as a template for providing necessary information and supporting documentation to the Government for consideration of such waivers.

• Current Acquisition Information: Fields for Contracting Officer's Name, Solicitation/Contract #, Contractor Name, NSN, Part #, Contractor CAGE, Noun, Top Drawing #, and Revision Level.
• Type of Request: Options for requesting a "Partial Waiver" (specific tests) or "Full Waiver" of FAT requirements, with space to reference specific TDP tests to be waived.
• Justification to Support Waiver Request: Multiple sections (A, B, C, D, E) to provide reasons for the waiver, including:
  • Successful completion of FAT on a recent contract for the same or similar item.
  • Material in continuous production.
  • Successful performance of FAT on a next higher assembly.
  • Other reasons, requiring specific explanation.
• Other Pertinent Information: Sections to discuss quality issues (PQDRs, Corrective Actions), changes to manufacturing data, or previous waiver/deviation requests.
• Attach Supporting Documentation: Functionality to add supporting files.
• Submission: Fields for printed name, title, company name, company address, phone number, and signature of the company agent.

This worksheet is crucial for bidders who believe they qualify for a waiver of First Article Testing. It outlines the specific information and justifications the Government requires to evaluate such requests. Bidders should use this form, or a similar format, to formally request any applicable waivers, ensuring all required details and supporting documentation are provided as per the solicitation/contract instructions.

Form / Attachment / Pricing Sheet

This document is a "Certification Form" for Small Business Size and Socioeconomic Status for proposed subcontractors who are not registered in the System for Award Management (SAM). The prime offeror is instructed to obtain this certification from any small business subcontractor listed in their proposal that is not registered in SAM. The prime offeror must fill in the Solicitation Number, NAICS code, and size standard before sending it to the subcontractor.

• Instructions for Prime Offeror: Details on how to prepare and distribute the form.
• Instructions for Subcontractor: Guidance on filling out the form, emphasizing that NAICS code and size standard must be pre-filled.
• Solicitation Number: Field for the specific solicitation identifier.
• Subcontract Number (Optional): Field for internal tracking.
• Company Name & Address: Fields for the subcontractor's identification.
• NAICS Code & Size Standard: Fields to be completed by the prime offeror, defining the scope of work for the subcontractor.
• Socioeconomic Status Certification: Checkboxes for the subcontractor to self-certify as Small Business (SB), Small Disadvantaged Business (SDB), Woman Owned Small Business (WOSB), Veteran Owned Small Business (VOSB), or Service Disabled Veteran Owned Small Business (SDVOSB). Note that 8(a) and HUBZone certifications require SBA certification and SAM registration.
• Official Authorized to Sign: Fields for the subcontractor's authorized representative's name, title, signature, and date.

This form is critical for any potential subcontractor who is a small business not registered in SAM and is proposed by a prime offeror. Subcontractors must accurately complete this form to confirm their size and socioeconomic status as required by the solicitation. Prime offerors must ensure they obtain and submit this completed form for all applicable subcontractors.

Form / Attachment / Pricing Sheet

This document provides instructions for completing the Small Business Participation Factor Workbook, which is a required attachment for proposals. It details how to calculate and report small business participation and subcontracting efforts.

• Workbook Structure: Contains four tabs: Cover Sheet, PS Tab, Roll-Up Tab, and Reports Tab (may not always be included).
• Formulas and Links: Bidders must not alter existing formulas or links within the Excel template.
• Definitions: Clarifies terms such as Prime Contractor, Subcontract, Affiliate, Joint Venture Members, Contractor Team Arrangement (CTA), Small Business Teaming Arrangement (SBTA), and various socioeconomic categories (e.g., Small Business, Small Disadvantaged Business, Woman-Owned Small Business, HUBZone SB, VOSB, SDVOSB).
• PS Tab Instructions: Details how to fill out prime contract amounts (for OTSBs and SBs separately) and subcontracting information, including excluded subcontracts and lists of first-tier small business subcontractors.
• Roll-Up Tab: Automatically calculates SB participation percentages based on data entered in the PS Tab.
• Reports Tab (if included): Used by OTSB Offerors to report on past subcontracting performance over a twelve-month period preceding the solicitation issue date, including statements and Individual Subcontracting Reports (ISRs/SF294s).

This workbook is critical for bidders to accurately report their small business participation plans. Bidders must carefully follow these instructions to ensure their calculations for the Small Business Participation Factor are correct and align with solicitation requirements. Failure to submit the workbook in the correct format or with altered formulas may result in an unacceptable proposal. Pay close attention to the definitions and how different entities (affiliates, joint venture members) and subcontract tiers are treated.

Form / Attachment / Pricing Sheet

This document is an Excel workbook designed to assist offerors in calculating and reporting their Small Business Participation (SBP) Factor. It provides a structured format for detailing subcontracting plans and participation goals.

• Cover Sheet: Provides instructions for using the workbook, emphasizing the need to refer to the "Small Business Participation Factor Workbook Instructions" attachment for detailed guidance.
• PS (Prime/Subcontracting) Sheet: This sheet is for detailing prime contract information and subcontracting efforts. It includes sections for:
  • Prime Contract details (Offeror Name, City/State, CAGE, Dollars).
  • Small Business (SB) Offeror details, including categories like SDB, WOSB, HUBZone, VOSB, SDVOSB, and ANC/IT.
  • First Tier Affiliates and Joint Venture Members.
  • Subcontracts, with specific lines for excluded subcontracts, Other Than Small Business (OTSB) subcontracts, and ANC or IT credits.
• Roll-up Sheet: Consolidates data from the PS tab to calculate various metrics, including Total Contract Amount (TCA), Prime and Subcontracting totals for SB and OTSB, and percentages of Total Small Business Participation (SBP) and Total Subcontract Amount (TSA).
• Reports Sheet: Outlines requirements for submitting subcontracting reports (ISR/SF 294 and SSR), including instructions for electronic submissions via ESRS or paper submissions, and conditions for providing copies of plans and reports.

Offerors must use this workbook to document their proposed small business participation. The calculations and reporting within this workbook are critical for demonstrating compliance with small business subcontracting requirements and will likely be a factor in proposal evaluation. Bidders must carefully follow the instructions provided in the separate "Small Business Participation Factor Workbook Instructions" document to accurately complete this workbook.