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Yes SBA 8(a) Program Start the Decision Chart Here Is there at least one eligible 8(a) rm that can sasfy the requirement at fair market price? 8(a) Program cannot be used. Is there a reasonable expectaon that 1) at least two eligible and responsible 8(a) rms will submit oers and that 2) award can be made at a fair market price? SBA may accept the requirement for a sole source 8(a) award. Will the ancipated total value of the contract, including opons, exceed $7 million for acquisions assigned manufacturing NAICS codes* or $4 million for all other acquisions? Is there an eligible 8(a) rm that is owned by an Indian Tribe, Alaska Nave Corporaon, or, for DOD acquisions, a Nave Hawaiian Organizaon? Compeve 8(a) permied. SBA may accept the requirement for a sole source 8(a) award, but compeve 8(a) can sll be pursued. Yes Yes Yes Yes No No No No Service-Disabled, Veteran-Owned Small (SDVOSB) Program Is there at least one SDVOSB concern that can sasfy the requirement? SDVOSB Program cannot be used. Is there a reasonable expectaon that 1) oers will be received from two or more SDVOSB concerns and 2) award will be made at a fair market price? Will the ancipated total value of the contract, including opons, exceed $6.5 million for acquisions assigned manufacturing NAICS codes* or $4 million for all other acquisions? SDVOSB set-aside permied. *Manufacturing NAICS codes begin with 31, 32, or 33. *Manufacturing NAICS codes begin with 31, 32, or 33. Has the SDVOSB small business concern been determined to be a responsible contractor with respect to performance? Can award be made at a fair and reasonable price? SDVOSB sole source permied. Yes Yes Yes Yes Yes No No No No Women-Owned Small Business (WOSB) Program WOSB set-aside cannot be used. Is there at least one WOSB concern that can sasfy the requirement? Will the ancipated total value of the contract, including opons, exceed $6.5 million for acquisions assigned manufacturing NAICS codes or $4 million for all NAICS codes? Is the requirement classied under a NAICS code designated by the SBA as substanally underrepresented by WOSBs? (see www.sba.gov/WOSB) Is there a reasonable expectaon that (1) two or more WOSB concerns will submit oers for the contract and (2) contract award will be made at a fair and reasonable price? WOSB set-aside permied. *Manufacturing NAICS codes begin with 31, 32, or 33. No No No Yes Yes Yes Yes No Has the WOSB concern been determined to be a responsible contractor with respect to performance? Can an award be made at a fair and reasonable price? Yes No Yes No Is there at least one EDWOSB concern that can sasfy the requirement? Will the ancipated total value of the contract, including opons, exceed $6.5 million for acquisions assigned manufacturing NAICS codes or $4 million for all NAICS codes? *Manufacturing NAICS codes begin with 31, 32, or 33. No No No Yes Yes Yes Yes No Can an award be made at a fair and reasonable price? Yes No Yes No Economically Disadvantaged Women-Owned Small Business (EDWOSB) Program EDWOSB set-aside cannot be used. EDWOSB set-aside permied. Is there a reasonable expectaon that (1) two or more EDWOSB concerns will submit offers for the contract and (2) contract award will be made at a fair and reasonable price? EDWOSB sole source permied. Has the EDWOSB concern been determined to be a responsible contracter with respect to performance? WOSB sole source permied. Business Is the requirement classified under a NAICS code designated by the SBA as underrepresented by WOSBs? (see www.sba.gov/(WOSB) No Small Business Programs Decoded Small Business Programs Start the Decision Chart Here Is the requirement currently being sased by the Small Business Administraon (SBA) under the 8(a) Program? Is there a reasonable expectaon that 1) oers would be received from at least two responsible small business rms and 2) award would be made at fair market price? Has the SBA agreed to release the requirement from the 8(a) Program? Do the condions for a paral set-aside exist? (See FAR 19.502-3(a)) CO has choice to proceed under the 8(a), HUBZone, SDVOSB or WOSB Programs, or to proceed with a small business set-aside. Proceed under the 8(a) Program. Paral small business set-aside required. Total small business set-aside required. Is there at least one HUBZone small business concern that can sasfy the requirement? HUBZone Program cannot be used. Is there a reasonable expectaon that 1) oers would be received from at least two responsible small business concerns and 2) award would be made at fair market price? Will the ancipated total value of the contract, including opons, exceed $7 million for acquisions assigned manufacturing NAICS codes* or $4 million for all other acquisions? HUBZone set-aside permied. *Manufacturing NAICS codes begin with 31, 32, or 33. No No Yes Yes Yes No No No Yes Yes Yes Yes Yes Yes No No No Do not use this chart if the subject requirement: 1) Does not exceed the micro-purchase threshold or 2) Can be sasfied by a required source (See FAR 8.002(a)(1)(i)-(iv) for required sources of supplies and FAR 8.002(a)(2)(i) and (ii) for required sources of services.) Does the requirement exceed the simplified acquision threshold? Is the acquision greater than the simplified acquision threshold? Has the HUBZone small business concern been determined to be a responsible contractor with respect to performance? Can award be made at a fair and reasonable price? HUBZone sole source permied. Historically Underulized Business Zone (HUBZone) Program No To use this chart: Start here and follow the decision chart. Where indicated, jump to the next chart for the applicable set-aside category. These small business decision charts were created to help contracng officers navigate the new small business rules contained in the Federal Acquision Regulaon (FAR). The charts are based on the interim rule on socioeconomic parity (implemented at FAR 19.203). Updated as of Jan. 2016 Acronym Guide: EDWOSB: Economically Disadvantaged Women- Owned Small Business FAR: Federal Acquision Regulaon HUBZone: Historically Underulized Business Zone NAICS: North American Industry Classificaon System SBA: Small Business Administraon SDVOSB: Service-Disabled, Veteran-Owned Small Business WOSB: Women-Owned Small Business Can the requirement be sased through the use of the 8(a), HUBZone, SDVOSB or WOSB Programs? (See 8(a), HUBZone, SDVOSB and WOSB/EDWOSB Program decision charts) CO shall consider the 8(a), HUBZone, SDVOSB, or WOSB/EDWOSB Programs before a small business set-aside. CO may proceed with 8(a) sole source, HUBZone sole source, SDVOSB sole source, WOSB/ EDWOSB sole source (see 8(a), HUBZone, SDVOSB, WOSB and EDWOSB decision charts) or solicit compevely on an unrestricted basis. Yes Yes No No No

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Page 1: Small Business Programs Decoded - DAU › tools › Lists › DAUTools › Attachments › 119 › ...These small business decision charts were created to help contracting officers

Yes

SBA 8(a) Program

Start the Decision Chart Here Is there at least one eligible 8(a) firm that can satisfy the requirement at fair market price? 8(a) Program

cannot be used.

Is there a reasonable expectation that 1) at least two eligible and responsible 8(a) firms will submit offers and that 2) award can be made at a fair market price?

SBA may accept the requirement for a sole source 8(a) award.

Will the anticipated total value of the contract, including options, exceed $7 million for acquisitions assigned manufacturing NAICS codes* or $4 million for all other acquisitions?

Is there an eligible 8(a) firm that is owned by an Indian Tribe, Alaska Native Corporation, or, for DOD acquisitions, a Native Hawaiian Organization? Competitive

8(a) permitted.

SBA may accept the requirement for a sole source 8(a) award, but competitive 8(a) can still be pursued.

Yes

Yes

Yes

Yes

No

No

No

No

Service-Disabled, Veteran-Owned Small (SDVOSB) Program

Start the Decision Chart Here Is there at least one SDVOSB concern that can satisfy the requirement?

SDVOSB Program cannot be used.

Is there a reasonable expectation that 1) offers will be received from two or more SDVOSB concerns and 2) award will be made at a fair market price? Will the anticipated total value of the

contract, including options, exceed $6.5 million for acquisitions assigned manufacturing NAICS codes* or $4 million for all other acquisitions?

SDVOSB set-aside permitted.

*Manufacturing NAICS codes begin with 31, 32, or 33.

*Manufacturing NAICS codes begin with 31, 32, or 33.

Has the SDVOSB small business concern been determined to be a responsible contractor with respect to performance?

Can award be made at a fair and reasonable price?

SDVOSB sole source permitted.

Yes

Yes Yes

Yes

Yes

No

No

No

No

No

Women-Owned Small Business (WOSB) Program

Start the Decision Chart Here WOSB set-aside cannot be used.

Is there at least one WOSB concern that can satisfy the requirement?

Will the anticipated total value of the contract, including options, exceed $6.5 million for acquisitions assigned manufacturing NAICS codes or $4 million for all NAICS codes?

Is the requirement classified under a NAICS code designated by the SBA as substantially underrepresented by WOSBs? (see www.sba.gov/WOSB)

Is there a reasonable expectation that (1) two or more WOSB concerns will submit offers for the contract and (2) contract award will be made at a fair and reasonable price?

WOSB set-aside permitted.

*Manufacturing NAICS codes begin with 31, 32, or 33.

No

No No

Yes

Yes

Yes

Yes

No

Has the WOSB concern been determined to be a responsible contractor with respect to performance?

Can an award be made at a fair and reasonable price?

Yes

No Yes

No

Is there at least one EDWOSB concern that can satisfy the requirement?

Will the anticipated total value of the contract, including options, exceed $6.5 million for acquisitions assigned manufacturing NAICS codes or $4 million for all NAICS codes?

EDWOSB set

EDWOSB set-adie permitted.

*Manufacturing NAICS codes begin with 31, 32, or 33.

No

No

No Yes

Yes

Yes

Yes

No

Can an award be made at a fair and reasonable price?

Yes

No Yes

No

Economically Disadvantaged Women-Owned Small Business (EDWOSB) Program

EDWOSB set-asidecannot be used.

EDWOSB set-aside permitted.

Is there a reasonable expectation that (1) two or more EDWOSB concerns will submit offers for the contract and (2) contract award will be made at a fair and reasonable price?

EDWOSB sole source permitted.

Has the EDWOSB concern been determined to be a responsible contracter with respect to performance?

WOSB sole source permitted.

Business

Is the requirement classi�ed under a NAICS code designated by the SBA as underrepresented by WOSBs? (see www.sba.gov/(WOSB)No

Small Business Programs Decoded Small Business Programs

Start the Decision Chart Here Is the requirement currently being satisfied by the Small Business Administration (SBA) under the 8(a) Program?

Is there a reasonable expectation that 1) offers would be received from at least two responsible small business firms and 2) award would be made at fair market price?

Has the SBA agreed to release the requirement from the 8(a) Program?

Do the conditions for a partial set-aside exist? (See FAR 19.502-3(a))

CO has choice to proceed under the 8(a), HUBZone, SDVOSB or WOSB Programs, or to proceed with a small business set-aside.

Proceed under the 8(a) Program.

Partial small business set-aside required.

Total small business set-aside required.

Is there at least one HUBZone small business concern that can satisfy the requirement?

HUBZone Program cannot be used.

Is there a reasonable expectation that 1) offers would be received from at least two responsible small business concerns and 2) award would be made at fair market price?

Will the anticipated total value of the contract, including options, exceed $7 million for acquisitions assigned manufacturing NAICS codes* or $4 million for all other acquisitions?

HUBZone set-aside permitted.

*Manufacturing NAICS codes begin with 31, 32, or 33.

No

No

Yes

Yes

Yes

No

No

No

Yes

Yes

Yes

Yes

Yes

Yes Yes

Yes

No

No

No

Do not use this chart if the subject requirement:1) Does not exceed the micro-purchase threshold or2) Can be satisfied by a required source

(See FAR 8.002(a)(1)(i)-(iv) for required sources of supplies and FAR 8.002(a)(2)(i) and (ii) for requiredsources of services.)

Does the requirement exceed thesimplified acquisition threshold?

Is the acquisition greater than the simplified acquisition threshold?

Has the HUBZone small businessconcern been determined to be a responsible contractor with respectto performance?

Can award be made at a fair and reasonable price?

HUBZone sole source permitted.

Historically Underutilized Business Zone(HUBZone) Program

No

To use this chart:Start here and follow the decision chart. Where indicated, jump to the next chart for the applicable set-aside category.

These small business decision charts were created to help contracting officers navigate the new small business rules contained in the Federal Acquisition Regulation (FAR). The charts are based on the interim rule on socioeconomic parity (implemented at FAR 19.203).Updated as of Jan. 2016

Acronym Guide:EDWOSB: Economically Disadvantaged Women-Owned Small BusinessFAR: Federal Acquisition RegulationHUBZone: Historically Underutilized Business ZoneNAICS: North American Industry Classification SystemSBA: Small Business AdministrationSDVOSB: Service-Disabled, Veteran-Owned Small BusinessWOSB: Women-Owned Small Business

Can the requirement be satisfied through the use of the 8(a), HUBZone, SDVOSB or WOSB Programs? (See 8(a), HUBZone, SDVOSB and WOSB/EDWOSB Program decision charts)

CO shall consider the 8(a), HUBZone, SDVOSB, or WOSB/EDWOSB Programs before a small business set-aside.

CO may proceed with 8(a) sole source, HUBZone sole source, SDVOSB sole source, WOSB/ EDWOSB sole source (see 8(a), HUBZone, SDVOSB, WOSB and EDWOSB decision charts) or solicit competitively on an unrestricted basis.

Yes

Yes

No

No

No