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Okaloosa County BOCC — December 18, 2012 — Volume III Contract Documetation-01292013 — reading text

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practices to prepare current and future proposal and contract pricing. L.6.2.1.2 FAR Part 31 Deviation Regarding the FAR Part 31 Cost Principles waiver, it is generally recognized that governmental entities such as OCWS are not subject to the FAR. Instead, governmental entities are regulated by OMB Circular A-87, Cost Principles for State, Local and Indian Tribal Governments. OCWS has met and will meet the cost accounting standards of OMB Circular A-87. The A-87 Cost Principles basically mirror FAR Part 31, so OCWS believes that the Government’s interest in ensuring that only reasonable, allocable and allowable costs will be charged to the DLA UP Contract. In as much as OCWS has requested a replacement for FAR Part 31 rather a full waiver, OCWS has not completed each of the CAS waiver steps noted in RFP Section L.6.2.1.2. Eglin Air Force Base Volume III Contract Documentation Page 24 L.6.3.1 Authorized Personnel Name: Don Amunds Organization: Okaloosa County Board of County Commissioners Title: Chairman Address: 1804 Lewis Turner Boulevard, Suite 100 Fort Walton Beach, FL 32547 Phone: (850) 651-7105 Fax: (850) 651–7142 Email: damunds@co.okaloosa.fl.us Name: Jeff Littrell Organization: Okaloosa County Water and Sewer Department Title: Director Address: 1804 Lewis Turner Boulevard, Suite 300 Fort Walton Beach, FL 32547 Phone: (850) 651-7172 Fax: (850) 651–7193 Email: jlittrell@co.okaloosa.fl.us Name: Mark Wise Organization: Okaloosa County Water and Sewer Department Title: Engineering Manager, Interim Deputy Director Address: 1804 Lewis Turner Boulevard, Suite 300 Fort Walton Beach, FL 32547 Phone: (850) 651-7502 Fax: (850) 651–7550 Email: mwise@co.okaloosa.fl.us Eglin Air Force Base Volume III Contract Documentation Page 25 L.6.3.2 Subcontracting Plan The following is hereby submitted as a Subcontracting Plan to satisfy the applicable requirements of the referenced solicitation and FAR Clause 52.219-9. C. The Okaloosa County Water & Sewer Department is committed to vigorously promoting opportunities for Small Disadvantaged Businesses (SDB's), Women-owned Businesses, Historically Black Colleges and Universities/Minority Institutions (HBCU/MI's), and Historically Underutilized Business Zones (HUB Zone) under this contract. Those efforts will be targeted at those services and suppliers that are currently being provided to OCWS in their other water business operations. The dollar goals presented in this plan are reasonable expectations of the level of those opportunities. 1. The total contract on a yearly basis is approximately $xxx,xxx, approximately $xx,xxx per month for operations and maintenance. 2. The estimated dollar value of all planned subcontracting dollars (to all types of business concerns) under this contract is $xx,xxx. D. Goals for the Basic Contract. 1. The following percentage goals are applicable to the contract cited above or to the contract awarded under the solicitation cited. i. Small Business Concerns:30% of total planned subcontracting dollars under this contract will go to subcontractors who are Small Business Concerns. ii. Small Disadvantaged Business (SDB) Concerns: 3% of the total Small Business Concern allocation under this contract will go to subcontractors who are small business concerns owned and controlled by socially and/or economically disadvantaged individuals (SDB's). iii. Women-Owned Small Business Concerns:3% of the total Small Business Concern allocation under this contract will go to Women-Owned Small Businesses. iv. HUB Zone Small Business Concerns:2% of the total Small Business Concern allocation under this contract will go to HUB Zone Small Businesses. 2. The following dollar values correspond to the percentage totals shown above: i. Total dollars planned to be subcontracted to small business concerns: $xx,xxx. ii. Total dollars planned to be subcontracted to small disadvantaged business concerns: $xx,xxx. iii. Total dollars intended to be subcontracted to Women-Owned Small Businesses: $x,xxx. iv. Total dollars intended to be subcontracted to HUB Zone Small Businesses: $x,xxx. 3. The following principal suppliers and/or services, along with the firm name for the Small Business or Small Disadvantaged Business Concern, if known, represent areas which, if needed, will be subcontracted under this contract and distributed among small and small disadvantaged business concerns (FAR 52.219-9), illustrated in Table 2. Eglin Air Force Base Volume III Contract Documentation Page 26 Table 2 - Small Business Suppliers – Supplier Type Typical Supplier Small Business Type* Constantine Engineering Engineering, management, SB design, and administration services Constantine Constructors Construction services SB Veterans Consulting & Construction/Engineering SDB Contracting Gustin, Cothern & Tucker Surveying, site/civil engineering SB Horizons Landscaping Landscaping SDB * SDB - Small Disadvantaged business concerns. WOSB - Women-Owned small business concerns. SB - Small Business. 4. A description of supplies and services to be subcontracted and planned for subcontracting to Small and Small Disadvantaged Businesses are as follows: i. The subcontracting goal for small and small disadvantaged businesses was developed in response to the types of services and suppliers that can be used by OCWS. These services have included __________, __________, ___________, ___________, ___________, and ____________. Each of the firms identified in Table 2 are known to be capable of providing these services to OCWS and have had significant experience in the conduct of these services. ii. OCWS anticipates and has a policy of awarding, without formal competition, the following types of services to small business concerns, small disadvantaged business concerns and women-owned business concerns: Service Category Professional Services (<$10,000) SB,SDB Construction Services (<$25,000) SB Geotechnical Investigations SB 5. The following method was used in developing subcontract goals: The goals, including the types of services and suppliers, were identified from recent subcontracting activity by OCWS. It is OCWS’s expectation that the services these companies have historically provided will, over time, be required on the Eglin system. OCWS has worked with each of the small and small disadvantaged firms identified in this plan and is very aware of their capabilities and capacity. OCWS is committed to utilizing each of these firms for work that matches their expertise. The goals as established are reasonable in comparison with past experience, yet indicates a sincere effort to improve on past experience in terms of dollars, number of SDBs involved, and movement into areas without previous SDB involvement. SDBs will Eglin Air Force Base Volume III Contract Documentation Page 27 be given every opportunity to perform on large delivery orders as a subcontractor if the work requirement is of that magnitude. 6. OCWS will strive to increase the number of SDB sources awarded subcontracts and establishing plans to use SDBs by evaluating each requirement that falls outside OCWS’s in-house staff expertise and analyzing them to ascertain how SDBs can be utilized to the maximum advantage. 7. Indirect and overhead costs have not been included in the goals specified in the preceding paragraphs. E. The following individual will administer the subcontracting program: Mark Wise, Deputy Director Okaloosa County Water and Sewer Department Suite 300 Fort Walton Beach, FL 32547 (850) 651-7505 The individuals’ specific duties, as they relate to the firm’s subcontracting program, are as follows: 1. Develop and maintain a bidder’s list of small, small disadvantaged, and women-owned small business concerns using sources such as the Procurement Automated Source System (PASS) developed by the Small Business Administration, National Minority Purchasing Council Vendor Information Service, Minority Business Development Agency, U.S. Department of Commerce, Local Minority Business Development Centers, Economic Development Centers and National Center for American Indian Enterprise Development. 2. Assure the inclusion of small, small disadvantaged, and women-owned small business concerns in all solicitations for products or services which they are capable of providing and ensuring that all solicitations are structured to permit the maximum possible participation by small, small disadvantaged, or women-owned small business concurs and monitoring the firm’s progress towards achievement of its percentage goals. 3. Establish and maintain records of all solicitations and subcontract awards to ensure that the members of the firm who review bidders’ proposals document their reasons for selecting or not selecting a

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