Master Sub Contracting Plan

 University of Massachusetts Medical School

 

 Outline

Definition
Goals
Policy
Sources
Program Administration
Equitable Opportunity
Flow Down Clause
Reports

Definition:

Small Business hereafter is intended to include; Small Disadvantaged Business; Minority Owned Small Business, Women-Owned Small Business; HUBZone Small Business; and Veteran-Owned Small Business and Service-Disabled Veteran-Owned Small Business.

Goals:

Federal Small Business Program goals will be established and stated separately in each individual subcontracting plan. The goals will include percentages, dollars and a description of products and/or services to be obtained.

Policy:

It is the policy of the United States that small business concerns shall have the maximum practicable opportunity to participate in the performance of contracts awarded by any Federal agency.

It is the policy of the University of Massachusetts Medical School (UMMS) that small business concerns shall have the maximum practicable opportunity to participate in the performance of contracts awarded by UMMS.

Additionally, UMMS has accepted Federal Government contracts and has agreed to the provisions of the clause entitled: “Small Business Subcontracting Plan”.

Sources:

The methods UMMS uses to identify potential small business vendors, includes but is not limited to:

  • Small Business Administration (SBA)  
  • State Office of Minority and Women Business Assistance (SOMWBA) (Massachusetts)
  • Commonwealth Affirmative Market Program’s (AMP)
  • Massachusetts Higher Education Consortium (MHEC) – UMMS is a member
  • Educational and Institutional Cooperative (E & I) – UMMS is a member
  • National Minority Supplier Development Council (NMSDC)
  • New England Minority Supplier Development Council (NEMSDC) – UMMS is a member
  • Veteran’s Administration (VA)
  • JP Morgan Chase Payment Net procard transaction database, JPMC uses third party vendor Austin-Tetra to validate Small Businesses. – UMMS is a client
  • The UMMS Purchasing Department’s website contains policy, procedure and contact information for any    vendor interested in working with the University -

We publicize our commitment to Small Businesses to the outside community on our internet website:   

http://www.umassmed.edu/purchasing/vendors/vendordiversityinitiative/

This website provides vendor registrations forms to encourage new vendor activity at the University. We also illustrate to the UMMS students, faculty and staff our commitment on our intranet website. Our website includes a list of Small Business, links to various Small Business associations like SOWMBA, NEMSDC, and SBA. We held our first annual Diverse Vendor tradeshow on campus, which highlighted both existing and new diverse vendors to the UMMS community.

In addition, as part of our Request for Proposal, Request for Information and Request for Bid documents, we include the following statement:

“It is the policy of UMMS that Small Business concerns shall have the maximum practicable opportunity to participate in the performance of contracts awarded by UMMS. It is the goal of UMMS to provide all businesses with the maximum number of feasible opportunities to participate in procurement. UMMS is committed to developing and sustaining relationships with a diverse group of suppliers, essential for fostering healthy competition, which, in turn, enables our Purchasing Agents to obtain the very best goods and services for the University. We developed a campus-wide initiative called Small Business Vendor Purchase program to increase diversity supplier inclusion. Small Business is intended to include; Small Disadvantaged Business; Minority Owned Small Business, Women-Owned Small Business; HUBZone Small Business; and Veteran-Owned Small Business and Service-Disabled Veteran-Owned Small Business.

If you are a Small Business, please include a copy of your certificate, if applicable and fill out our Vendor form and fax it to …….”

Subcontract Program Administration:

Name:           Jeff DiCiaccio
Title:             Director of Purchasing, University of Massachusetts Medical School
Address:        419 Belmont Street, Shaw Bldg., Worcester, MA 01604
Telephone:     508-856-5301
Fax:              508-856-7880
E-mail:           jeff.diciaccio@umassmed.edu 

Specific Duties of the Subcontract Program Administrator are:

  • Develop and maintain bidder’s lists of Small Business.
  • Assure inclusion of Small Business concerns solicitations of products and services which they are capable of supplying.
  • Ensure proposal evaluation committees document its reason for not selecting lowest priced proposals submitted by small business concerns.
  • Conduct or arrange for Diverse training for Purchasing personnel.
  • Actively participate in events sponsored by Small Business Develop organizations
  • Maintain memberships in Small Business Development organizations.
  • Conduct Diverse Vendor tradeshows on campus

Equitable Opportunity

The following efforts will be taken to assure the small business concerns will have an equitable opportunity to compete for subcontracts

  • Contacts with Small Business trade associations
  • Contacts with Business development organizations
  • Attendance at Small Business conferences and tradeshows

Please see the Sources section of this document for additional efforts.

Our Requests for Proposals, Request for Bids and Requests for Information are posted in a public place and on our website. Many are posted in the Commonwealth of Massachusetts site called Comm-pass. The site allows us to promote bid opportunities to a much wider audience.  

Flow Down Clause 

UMMS agrees that Federal Acquisition Regulation clause 52.219-8 ,entitled Utilization of Small Business Concerns, will be included in all subcontracts which offer further subcontracting opportunities, and all subcontractors, except SB concerns, who receive subcontracts in excess of $500,000 will be required to adopt and comply with a subcontracting plan similar to the plan required by Federal Acquisition Regulation 52.219-9, entitled Small Business Subcontracting Plan. Such plans will be reviewed by comparing them with the provisions of PL. 95-507 and assuring that all minimum requirements of an acceptable subcontracting plan have been satisfied. The acceptability of percentage goals shall be determined on a case-by-case basis depending on the supplies/services involved, the availability of potential small, HUBZone small, small disadvantaged, women-owned, and veteran owned or service disabled veteran owned small business subcontractors, and prior experience. Once approved and implemented, plans will be monitored through the submission of periodic reports, including Standard Form (SF) 294 and SF 295 reports, and/or, as time and availability of funds permit, periodic visits to subcontracting program participants.

Reports

The University agrees to submit such periodic reports and cooperate in any studies and surveys as may be required by the contracting agency or SBA in order to determine the extent of compliance by UMMS with is subcontracting plans.