GENERAL INSTRUCTIONS
1. This report is not required from small businesses.
2. This report is not required for commercial items for which a
commercial plan has been approved, nor from large businesses in the
Department of Defense (DOD) Test Program for Negotiation of
Comprehensive Subcontracting Plans. The Summary Subcontract
Report (SF 295) is required for contractors operating under one of
these two conditions and should be submitted to the Government in
accordance with the instructions on that form.
3. This form collects subcontract award data from prime
contractors/subcontractors that: (a) hold one or more contracts over
$500,000 (over $1,000,000 for construction of a public facility); and
(b) are required to report subcontracts awarded to Small Business (SB),
Small Disadvantaged Business (SDB), Women-Owned Small Business
(WOSB), HUBZone Small Business (HUBZone SB), Veteran-Owned
Small Business (VOSB) and Service-Disabled Veteran-Owned Small
Business concerns under a subcontracting plan. For the Department
of Defense (DOD), the National Aeronautics and Space Administration
(NASA), and the Coast Guard, this form also collects subcontract
award data for Historically Black Colleges and Universities (HBCUs) and
Minority Institutions (MIs).
4. This report is required for each contract containing a
subcontracting plan and must be submitted to the administrative
contracting officer (ACO) or contracting officer if no ACO is assigned,
semi-annually during contract performance for the periods ended March
31st and September 30th. A separate report is required for each
contract at contract completion. Reports are due 30 days after the
close of each reporting period unless otherwise directed by the
contracting officer. Reports are required when due, regardless of
whether there has been any subcontracting activity since the inception
of the contract or since the previous report.
5. Only subcontracts involving performance in the U.S. or its outlying
areas should be included in this report.
6. Purchases from a corporation, company, or subdivision that is an
affiliate of the prime/subcontractor are not included in this report.
7. Subcontract award data reported on this form by prime
contractors/subcontractors shall be limited to awards made to their
immediate subcontractors. Credit cannot be taken for awards made to
lower tier subcontractors.
SPECIFIC INSTRUCTIONS
BLOCK 2: For the Contractor Identification Number, enter the
nine-digit Data Universal Numbering System (DUNS) number that
identifies the specific contractor establishment. If there is no DUNS
number availble that identifies the exact name and address entered in
Block 1, contact Dun and Bradstreet Information Services at
1-800-333-0505 to get one free of charge over the telephone. Be
prepared to provide the following information: (1) Company name; (2)
Company address; (3) Company telephone number; (4) Line of
business; (5) Chief executive officer/key manager; (6) Date the
company was started; (7) Number of people employed by the
company; and; (8) Company affiliation.
BLOCK 4: Check only one. Note that all subcontract award data
reported on this form represents activity since the inception of the
contract through the date indicated in this block.
BLOCK 5: Check whether this report is a "Regular," "Final," and/or
"Revised" report. A "Final" report should be checked only if the
contractor has completed the contract or subcontract reported in Block
7. A "Revised" report is a change to a report previously submitted for
the same period.
BLOCK 6: Identify the department or agency administering the
majority of subcontracting plans.
BLOCK 7: Indicate whether the reporting contractor is submitting this
report as a prime contractor or subcontractor and the prime contract or
subcontract number.
BLOCK 8: Enter the name and address of the Federal department or
agency awarding the contract or the prime contractor awarding the
subcontract.
BLOCK 9: Check the appropriate block to indicate whether indirect
costs are included in the dollar amounts in blocks 10a through 14.
To ensure comparability between the goal and actual columns, the
contractor may include indirect costs in the actual column only if the
subcontracting plan included indirect costs in the goal.
BLOCKS 10a through 16: Under "Current Goal," enter the dollar and
percent goals in each category (SB, SDB, WOSB, VOSB,
service-disabled VOSBs, and HUBZone SB) from the subcontracting
plan approved for this contract. (If the original goals agreed upon at
contract award have been revised as a result of contract
modifications, enter the original goals in Block 16. The amounts
entered in Blocks 10a through 15 should reflect the revised goals.)
Under "Actual Cumulative," enter actual subcontract achievements
(dollar and percent) from the inception of the contract through the
date of the report shown in Block 4. In cases where indirect costs
are included, the amounts should include both direct awards and an
appropriate prorated portion of indirect awards.
BLOCK 10a: Report all subcontracts awarded to SBs including
subcontracts to SDBs, WOSBs, VOSBs, service-disabled VOSBs, and
HUBZone SBs. For DOD, NASA, and Coast Guard contracts, include
subcontracting awards to HBCUs and MIs.
BLOCK 10b: Report all subcontracts awarded to large businesses
(LBs).
BLOCK 10c: Report on this line the total of all subcontracts awarded
under this contract (the sum of lines 10a and 10b).
BLOCKS 11 through 16: Each of these items is a subcategory of
Block 10a. Note that in some cases the same dollars may be
reported in more than one block (e. g., SDBs owned by women or
veterans).
BLOCK 11: Report all subcontracts awarded to SDBs (including
women-owned, veteran-owned, service-disabled VOSBs, and
HUBZone SB SDBs). For DOD, NASA, and Coast Guard contracts,
include subcontract awards to HBCUs and MIs.
BLOCK 12: Report all subcontracts awarded to Women-Owned
firms (including SDBs, VOSB's, service-disabled VOSBs, and
HUBZone SBs owned by women).
BLOCK 13 (For contracts with DoD, NASA, and Coast Guard):
Report all subcontracts with HBCUs/MIs. Complete the column under
"Current Goal" only when the subcontracting plan establishes a goal.
BLOCK 14: Report all subcontracts awarded to HUBZone SBs
(including women-owned, veteran-owned, service-disabled VOSBs,
and SDB HUBZone SBs).
BLOCK 15: Report all subcontracts awarded to VOSBs including
service-disabled VOSBs (include VOSBs that are also SDBs, WOSBs
and HUBZone SBs.).
BLOCK 16: Report all subcontracts awarded to service-disabled
veteran-owned SB concerns that are also SDBs, WOSBs, and
HUBZone SBs.
BLOCK 17: Enter a short narrative explanation if (a) SB, SDB,
WOSB, VOSBs, Service-Disabled VOSBs, or HUBZone SB
accomplishments fall below that which would be expected using a
straight-line projection of goals through the period of contract
performance; or (b) if this is a final report, any one of the three goals
was not met.
DEFINITIONS
1. Direct Subcontract Awards are those that are identified with the
performance of one or more specific Government contract(s).
2. Indirect costs are those which, because of incurrence for
common or joint purposes, are not identified with specific
Government contracts; these awards are related to Government
contract performance but remain for allocation after direct awards
have been determined and identified to specific Government
contracts.
STANDARD FORM 294
(REV. 9/2001)
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