Standard Form 295 Reporting

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Standard Form 295 Reporting For Commercial
Subcontracting Plan holders
The SF 295 is an agency specific form and
reports all subcontracts that you issued over a
one year period. This report is a requirement of
your contract(s), under your Commercial
Subcontracting Plan.
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General Instructions (please note additional
instructions are on the back of the form)

• (1) The SF 295 is used to compare your
  actual subcontracts made over the year to your
  goals in your Commercial Subcontracting Plan. As
  your subcontracting plan did, your SF 295 should
  include all subcontract awards for supplies and
  subcontracts for your entire company/division for
  a one year period.
• Only subcontracts involving performance in the
  U.S. or its outlying areas should be included.
• Purchases from a corporation, company, or
  subdivision that is an affiliate of yours are
  not included in this report.
• Credit cannot be taken for awards made to lower
  tier
• subcontractors. Count only your
  direct subcontracts.

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DEFINITIONS
Subcontract means any agreement (other than one
involving an employer-employee relationship)
entered into calling for supplies and/or
services. Note Subcontracts includes purchase
orders, subcontracts, purchasing card
transactions, blanket purchase orders, or any
other name given to an agreement to obtain goods
or services.
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BLOCK 1
Enter your Company NAME Street ADDRESS (and
Mailing Address in parenthesis if
different) CITY STATE ZIP CODE
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BLOCK 2
Enter your nine-digit Data Universal Numbering
System (DUNS) number for the address used in
block 1.
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BLOCK 3
Enter date that you plan to submit the report.
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BLOCK 4
Check the second block (Oct 1 through Sept 30)
and enter the governments fiscal year. However,
if your awarding activity allows you to submit
this report for your companys fiscal year,
rather than the federal governments fiscal year,
do not check either square. In the year block,
enter your fiscal year. (i.e. CY04). See slide
25 Special Instructions for Commercial Plans .
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BLOCK 5
Check whether this report is a Regular, Final,
and/or Revised report. Check
regular unless 1. You have completed all
contracts with subcontracting plans to the agency
in block 6. In this case, check FINAL. 2. You
already submitted either a regular or final
report but are resubmitting to make corrections.
In this case, check Revised in addition to
either regular or revised.
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BLOCK 6
Identify the agency you have subcontracting plans
with. Select only one. If you have multiple
agencies that required your subcontracting plan,
a separate SF 295 must be sent to each one of
them.
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BLOCK 7
CHECK ONLY ONE Indicate prime contractor if
your contracts are directly with a federal
agency. Indicate subcontractor if your
contracts are with another prime contractor.
Select both if you have some of each.
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BLOCK 8
Check Commercial Products Enter the percentage
of revenue that this agencys contracts (in block
6) represents compared to your companys overall
revenue.
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BLOCK 9
Identify the product or service(s) that you are
providing to the agency listed in block 6.
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BLOCKS 10a through 16
BLOCKS 10a through 16 Enter the total of all
subcontracting awards, by category, that your
entire company/division made during the year.
Include indirect or overhead expenses as well. If
a company is a small, woman-owned, SBA HUBZone
certified company, you would count this companys
awards in three categories - line 10a, 12, and
14. Round percentages to one decimal point. YOU
MUST HAVE A SUPPORTING SIZE SELF-CERTIFICATION
FOR EVERY COMPANY YOU ARE COUNTING IN BLOCKS 10a,
11, 12, 13, 14, 15, or 16. SDBs and HUBZone
firms must be certified by SBA. You must verify
SDB or HUBZone certifications in SBAs PRO-Net
database (http//pro-net.sba.gov) Round
percentages to one decimal point.
Report only those dollars subcontracted this
fiscal year for the period indicated in Block 4.
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BLOCK 10a, 10b and 10c
BLOCK 10a Report all subcontracts awarded to
SBs, including subcontracts to SDBs, WOSBs,
VOSBs, Service-Disabled VOSBs, and HUBZone SBs.
BLOCK 10b Report all subcontracts awarded to
large businesses (LBs). Large Businesses include
any company that is other than small For
example, companies that exceed the size standard
or are non-profits.
BLOCK 10c Report on this line the grand total
of all subcontracts (the sum of lines 10a and
10b).
Large Business Small Business TOTAL
Subcontracts
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BLOCKS 11 through 16
Each of these items is a subcategory of Block 10a
Small Business. Note that in some cases the
same dollars may be reported more than one block
If you do not have a goal in one category, enter
n/a rather than zero. For instance, your
contract may have been issued prior to HUBZone or
VOSB goals being required. If you do not have a
goal in one category, enter n/a rather than a
zero. For instance, your contract may have been
issued prior to a HUBZone goal being required so
you do not have a HUBZone goal in your
subcontracting plan and would enter n/a. You
would enter a zero only if you negotiated a
goal of zero with your Contracting Officer.
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BLOCK 11
Report all subcontracts awarded to SDBs that have
been certified by SBA. Verify this in SBAs
PRO-Net database at http//pro-net.sba.gov For
DOD, NASA, and Coast Guard contracts, include
subcontract awards to HBCUs and MIs.
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BLOCK 12
Report all subcontracts awarded to WOSB firms
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BLOCK 13
(For contracts with DOD, NASA, and Coast
Guard) Enter the dollar value of all
subcontracts with HBCUs/MIs.
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BLOCK 14
Report all subcontracts awarded to SBA Certified
HUBZone Small businesses. Verify these in
PRO-Net at http//pro-net.sba.gov
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BLOCK 15
Report all subcontracts awarded to VOSBs
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BLOCK 16
Report all subcontracts awarded to service
disabled VOSBs These subcontracts should also be
reported in Block 15.
Any changes to the SBLO should be reported to
DCMA
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BLOCK 17
Remarks Enter any comments or remarks. If you
failed to meet any of your goals in your
subcontracting plan, explain the circumstances
here.
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BLOCK 18
Contractors Official Who Administers
Subcontracting Program (usually the Small
Business Liaison Officer) Name Title Teleph
one Number including area code
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BLOCK 19
Must be signed by the Chief Executive
Officer NAME TITLE SIGNATURE DATE If
someone else signs, he/she must have a letter of
designation from the CEO.
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Special Instructions for Commercial Plans

• This report is due by October 30th, covering the
  period of Oct 1 through Sept 30th. However, you
  may request your Contracting Activity to allow
  you to complete this report based on your
  companys fiscal year, rather than the govt.s
  fiscal year, since this is the year that your
  subcontracting plan is based on. Your SF 295 is
  then due 30 days after the expiration of your
  company fiscal year. Many agencies will allow
  this adaptation, calling it an extension. This
  is the only way that your subcontracting plan
  goals can be compared against your actual
  subcontract expenditures, since they are based on
  the same year. SBA prefers this method.
• If you do business with more than one agency in
  block 6 Submit a separate report to each agency,
  changing only block 6 and block 8 changing to
  reflect only that agencys percentage. THE REST
  OF THE REPORT WILL REMAIN IDENTICAL.

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Mailing Instructions
Send original SF 295 report(s) to each awarding
agency
1) For NASA Forward reports to NASA, Office of
Procurement (HS), Washington, DC 20546

• For DoD Contracts Send the SF 295 report to the
  cognizant contract administration office as
  stated in the contract.
• For other civilian agencies Forward report to
  the agencys OSDBU Director unless otherwise
  provided for in instructions by the Department or
  Agency.

ALL COMPANIES Send copy to the cognizant Small
Business Administration Commercial Market
Representative (CMR) covering the state listed in
Block 1d. A list of CMRs is available at
http//www.sba.gov/GC/indexcontacts-cmrs.html
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Standard Form 295 Reporting
Effective January 1999. You are required by FAR
Clause 52.219-9(j)(2) to submit a list of SDBs
that you have subcontracted to during the year by
NAICS Major Group (the first three digits of the
NAICS code). This should be submitted each
fiscal year end only and as an attachment to the
SF 295. For example SDB Breakout NAICS Dollar
Amt. 334 10,776 421 607,005 722 57,651