Managing Subcontracting Plans in SBCX

Modified on Thu, 14 Aug at 7:44 PM

What You’ll Learn

In this article, you’ll learn how to manage subcontracting plan reviews in SBCX from start to finish. You’ll learn how to:

Start and track subcontracting plans
Create plan requests and invite offerors
Communicate with reviewers and offerors
Make changes or request clarifications
Complete and evaluate subcontracting plans

TABLE OF CONTENTS

1. Getting Started with Subcontracting Plans in SBCX

2. Creating a Subcontracting Plan Request

3. Communications

4. Changes and Clarifications

5. Evaluation

1. Getting Started with Subcontracting Plans in SBCX

As a government user, you can manage subcontracting plans and evaluate them when assigned. Access the Subcontracting Plan Review section from your SBCX Government User dashboard.

Figure 1. The Subcontracting Plan Review is visible to logged-in users

SBCX displays all plans assigned to you. Use filters like title, control code, date, or status to find specific plans.

Figure 2. Filter and manage subcontracting plans in the review dashboard

2. Creating a Subcontracting Plan Request

To start a new subcontracting plan:

Choose Save for Later to keep it as a draft (Started status).
Select Complete and Publish to move the plan to Ready for Offerors—this allows vendors to begin submitting plans.
Choose Complete and Invite Later to save the plan in Ready for Invitation status—this means you’ll invite vendors later.
To invite offerors, click + Invite Offeror. After invitation, the plan will show Sent to Offeror status.

Figure 3. Create and manage your subcontracting plan

Need help creating a plan? Click here

3. Communications

To check offeror activity, click the Organization link (company name) within the plan.

Figure 4. Track offeror progress and responsiveness

Use the Notes tab to ask questions, send feedback, and collaborate with assigned reviewers.

Figure 5. Use Notes for communication throughout the review

If a contractor has submitted a plan, you can send clarifications after the deadline.
Even if a plan is marked as final by the contractor, revisions aren’t allowed until the deadline passes.

4. Changes and Clarifications

You (as the CS or CO) can edit some plan details and change assignments or the deadline at any time.

You can extend the submission deadline anytime using the Edit Subcontracting Plan button. 
Note that title, project information, and calculation type cannot be edited.

Figure 6. Edit deadlines, roles, and request clarifications

Important Rules:

If you need to change anything not editable, you must Cancel the plan and create a new one.
Canceling does not release the same control code. The new plan can be created without one.
Only the Contracting Officer can send clarifications to offerors and request changes.
Offerors can only revise submitted plans through clarifications.

Figure 7. COs request clarifications after the submission deadline

5. Evaluation

The evaluation process involves three reviewers: the Contracting Officer (CO), Small Business Specialist (SBS), and Small Business Administration (SBA).

You’ll find subcontracting plans assigned to you under the Subcontracting Plan Assigned tab.

When a plan is in Evaluation status, it’s ready for review.

Figure 8. Locate plans assigned to you for evaluation

Click the Organization name to view the plan. You can also click the Title to access the plan and mark it complete once all evaluations are finished.

Figure 9. Open, print, or save a read-only version of the subcontracting plan

What You’ll Evaluate

When reviewing a plan, confirm the following:

Subcontracting Goal Data – SBCX calculates percentage goals automatically. If a goal is not met, the system highlights it. You must leave a comment for any unacceptable entry.
Requirements – Review answers and mark them acceptable or unacceptable. This applies to Individual and Master Plan types.
Determination – Complete required evaluation questions.
Signature and Submission – Identify the next reviewer and click Save and Submit to finalize your evaluation.

Reminder: Only the Contracting Officer can send a plan back for clarification during the evaluation process (see Figure 8).

Watch a demo: How to Perform Subcontracting Plan Reviews on YouTube

Need help?

Submit a help desk ticket or email us at: client.support@apexlogic.com