<table>
<colgroup>
<col style="width: 13%" />
<col style="width: 5%" />
<col style="width: 33%" />
<col style="width: 7%" />
<col style="width: 0%" />
<col style="width: 0%" />
<col style="width: 7%" />
<col style="width: 0%" />
<col style="width: 7%" />
<col style="width: 0%" />
<col style="width: 0%" />
<col style="width: 7%" />
<col style="width: 0%" />
<col style="width: 0%" />
<col style="width: 0%" />
<col style="width: 7%" />
<col style="width: 8%" />
</colgroup>
<thead>
<tr class="header">
<th colspan="3" rowspan="2"><strong>I. Required Supply Sources and
Set-Aside Programs</strong></th>
<th colspan="13"><strong>Small Business Considerations by Dollar Value
of Requirement</strong></th>
<th rowspan="2"></th>
</tr>
<tr class="odd">
<th colspan="8"><strong>Simplified Acquisitions
(&lt;$100,000)</strong></th>
<th colspan="5"></th>
</tr>
<tr class="header">
<th><strong>Program</strong></th>
<th><strong>FAR Reference</strong></th>
<th><strong>Description and Conditions for Use</strong></th>
<th colspan="3"><strong>$2,500 to 25,000</strong></th>
<th colspan="2"><strong>$25,000 to 50,000</strong></th>
<th colspan="3"><strong>$50,000 to 100,000/SAT</strong></th>
<th><strong>$100,000 to 500,000</strong></th>
<th colspan="4"><strong>Over $500,000</strong></th>
<th><strong>Related Internet Sites</strong></th>
</tr>
</thead>
<tbody>
<tr class="odd">
<td><p><strong>Government</strong></p>
<p><strong>Supply Sources</strong></p>
<p>(Required Sources</p>
<p>of Supply)</p></td>
<td>8</td>
<td><p>Per FAR 8.002, agencies shall satisfy requirements for supplies
and services from or through the sources and publications listed below
in descending order of priority:</p>
<p>(1) <em>Supplies</em>.</p>
<p>(i) Agency inventories;</p>
<p>(ii) Excess from other agencies (see Subpart 8.1);</p>
<p>(iii) Federal Prison Industries, Inc. (see Subpart 8.6);</p>
<p>(iv) Products available from the Committee for Purchase From People
Who Are Blind or Severely Disabled (see Subpart 8.7);</p>
<p>(v) Wholesale supply sources, such as stock programs of the General
Services Administration (GSA) (see 41 CFR 101-26.3), the Defense
Logistics Agency (see 41 CFR 101-26.6), the Department of Veterans
Affairs (see 41 CFR 101-26.704), and military inventory control
points;</p>
<p>(vi) Mandatory Federal Supply Schedules (see Subpart 8.4);</p>
<p>(vii) Optional use Federal Supply Schedules (see Subpart 8.4);
and</p>
<p>(viii) Commercial sources (including educational and nonprofit
institutions).</p>
<p>(2) <em>Services</em>.</p>
<p>(i) Services available from the Committee for Purchase From People
Who Are Blind or Severely Disabled (see Subpart 8.7);</p>
<p>(ii) Mandatory Federal Supply Schedules (see Subpart 8.4);</p>
<p>(iii) Optional use Federal Supply Schedules (see Subpart 8.4);
and</p>
<p>(iv) Federal Prison Industries, Inc. (see Subpart 8.6), or commercial
sources (including educational and nonprofit institutions).</p></td>
<td colspan="13"><p>Government Supply Sources are</p>
<p>required consideration for all acquisitions</p>
<p><strong>Federal Prison Industries and the Committee for Purchase From
People Who Are Blind or Severely Disabled (JWOD/NIB/NISH) are mandatory
sources (respectively) for products that are provided through those
programs and meet the Government requirement.</strong></p>
<p><strong>The Committee for Purchase From People Who Are Blind or
Severely Disabled (JWOD/NIB/NISH) is the mandatory source for services
at specified locations that are on the Procurement List and should be
considered for new services (Ref. 8.701).</strong></p>
<p>Consideration of small business</p>
<p>is encouraged for optional use of Federal Supply Schedules and</p>
<p>is required for commercial sources</p></td>
<td><p>Federal Prison Industries:</p>
<p><u>http://www.unicor.gov</u></p>
<p>JWOD Program (NIB/NISH):</p>
<p><u>http://www.jwod.gov</u></p>
<p>GSA Federal Supply Schedules Program:</p>
<p><u>http://pub.fss.gsa.gov/sched/</u></p></td>
</tr>
<tr class="even">
<td></td>
<td></td>
<td></td>
<td><strong>$2,500 to 25,000</strong></td>
<td colspan="3"><strong>$25,000 to 50,000</strong></td>
<td colspan="2"><strong>$50,000 to 100,000/SAT</strong></td>
<td colspan="4"><strong>$100,000 to 500,000</strong></td>
<td colspan="3"><strong>Over $500,000</strong></td>
<td></td>
</tr>
<tr class="odd">
<td><p><strong>Emerging Small Business (ESB)</strong></p>
<p><strong>Set-asides</strong></p>
<p>(of the Small Business Competitiveness Demo Program)</p></td>
<td>19.10</td>
<td><ul>
<li><p>Limited to use by 10 Agencies in 19.1004:</p></li>
</ul>
<p>USDA DOT DOI GSA</p>
<p>DOD (except NIMA) VA NASA</p>
<p>DOE EPA HHS</p>
<ul>
<li><p>Applicable to 4 Designated Industry Groups (DIGS):</p>
<p>- Construction - Refuse Systems</p>
<p>- Architectural and Engineering - Non-Nuclear Ship Repair</p></li>
<li><p>The emerging small business reserve amount is established by
OFPP; as of June 1999, the amount is $25,000 ($50,000 for
A&amp;E)</p></li>
<li><p>Must be a reasonable expectation of obtaining offers from 2 ESBs;
if not, <u>and</u> $25,000 or less, proceed with 19.5, 19.8 or 19.13; if
over the ESB reserve amount, consider under 19.8 or 19.13. <strong>(Ref.
19.1007(c)</strong>)</p></li>
</ul></td>
<td colspan="3"><p>Set-aside for ESB Required (within 4 Designated
Industry Groups (DIGS)) if reasonable expectation of obtaining 2 offers
(if not, proceed with 19.5, 19.8 or 19.13)</p>
<p><strong>Ref. 19.1007(c)</strong></p></td>
<td colspan="2"><p>A&amp;E ONLY:</p>
<p>Set-aside for ESB Required (up to $50,000)</p>
<p><strong>Ref. 19.1007(b)</strong></p></td>
<td colspan="8"><strong>N/A</strong></td>
<td></td>
</tr>
<tr class="even">
<td><p><strong>8(a)</strong></p>
<p><strong>Business Development Program</strong></p></td>
<td>19.8</td>
<td><ul>
<li><p>Requirements should remain in the 8(a) Program, unless SBA agrees
to release it.</p></li>
<li><p>Identify 8(a) and HUBZone concerns before deciding whether to use
either the 8(a) Program or the HUBZone Program.</p></li>
<li><p>In determining which program to use, consider the procuring
activity’s progress toward meeting its 8(a) and HUBZone goals, as well
as, other pertinent factors.</p>
<p><strong>(Ref. 13 CFR 126.607)</strong></p></li>
</ul>
<ul>
<li><p>Identify for 8(a) program through:</p></li>
</ul>
<p>- SBA Search Letter</p>
<blockquote>
<p>- SBA request</p>
<p>- Agency/SBA agreement</p>
<p>- Agency supplemental policy</p>
</blockquote>
<ul>
<li><p>NOTE: All requirements should be considered including
requirements over the emerging small business reserve amount in
DIGS</p></li>
</ul></td>
<td colspan="13"><p>Contracting Officers should continue to utilize
their discretion when determining which program is appropriate for a
procurement action, depending on the achievement of goals and other
pertinent factors. The requirement that HUBZone set-asides take priority
over small business set-asides remains.</p>
<p>(Non-competitive to $3M or $5M, depending on NAICS Code,
non-competitive to any dollar threshold for requirements offered to an
8(a) program participant owned by an Indian tribe or an Alaska Native
Corporation)</p>
<p>In an open requirement in the 8(a) Program (i.e., a sole source 8(a)
requirement in which the procuring activity does not nominate a
particular concern for performance, but, rather, offers the requirement
to the program generally), SBA may nominate a qualified HUBZone 8(a)
concern over another 8(a) participant.</p>
<p>There are different nomination procedures for construction and
non-construction requirements.</p></td>
<td><p>SBA PRO-Net:</p>
<p><u>http://www.pronet.sba.gov</u></p></td>
</tr>
<tr class="odd">
<td></td>
<td></td>
<td></td>
<td><strong>$2,500 to 25,000</strong></td>
<td colspan="3"><strong>$25,000 to 50,000</strong></td>
<td colspan="2"><strong>$50,000 to 100,000/SAT</strong></td>
<td colspan="4"><strong>$100,000 to 500,000</strong></td>
<td colspan="3"><strong>Over $500,000</strong></td>
<td></td>
</tr>
<tr class="even">
<td><p><strong>Very Small Business (VSB) Set-asides</strong></p>
<p>(of the Very Small Business Pilot Program)</p></td>
<td>19.9</td>
<td><ul>
<li><p>Per 19.904(a), acquisitions between $2,500-$50,000 must be
set-aside for VSBs, if:</p></li>
</ul>
<p>(1)(a)For supplies, the contracting office is within the geographical
area served by a designated SBA district, or</p>
<p>(b)For services, if the contract is required to be performed within
the geographical area served by a designated SBA district, AND</p>
<ol start="2" type="1">
<li><p>There is a reasonable expectation of obtaining 2 competitive or
more competitive offers from VSBs. If no reasonable expectation of
obtaining two offers, proceed with 19.5, per FAR 19.904(c).</p></li>
</ol>
<ul>
<li><p>Per FAR 19.903(b), does not apply to:</p></li>
<li><p>8(a) acquisitions;</p></li>
<li><p>any requirement subject to Small Business Comp Demo
Program;</p></li>
</ul>
<ul>
<li><p>Acquisitions of $7,500 or less for acquisitions of supplies or
services that, as determined by the head of the agency, are to be used
to facilitate defense against or recovery from terrorism or nuclear,
biological, chemical, or radiological attack as described in
13.201(g)(1)(i); or</p></li>
</ul>
<ul>
<li><p>Acquisitions by or for DOD of $15,000 or less awarded on or
before 9/30/03,</p>
<p>facilitating the defense against terrorism or biological or chemical
attack (per FAR 13.201(g))</p></li>
<li><p>NOTE: Offerors may not have more than 15 employees and $1 million
in annual average receipts <strong>(Ref. FAR 52.219-5)</strong></p></li>
</ul></td>
<td colspan="5"><p>Set-aside for VSBs required if criteria are met</p>
<p><strong>19.904(a)</strong></p>
<p>Do not set-aside when:</p>
<p>- Acquisitions will be awarded pursuant to the 8(a) Program</p>
<p><strong>19.903(b)</strong></p>
<p>- A requirement is subject to the Small Business Comp Demo
Program</p>
<p><strong>19.10</strong></p></td>
<td colspan="8"><p><strong>N/A</strong></p>
<p><strong>19.903(a)</strong></p></td>
<td><p>Designated SBA Districts:</p>
<p><u>http://www.arnet.gov/References/VerySmall.html</u></p></td>
</tr>
<tr class="odd">
<td></td>
<td></td>
<td></td>
<td colspan="2"><strong>$2,500 to 25,000</strong></td>
<td colspan="3"><strong>$25,000 to 50,000</strong></td>
<td colspan="2"><strong>$50,000 to 100,000/SAT</strong></td>
<td colspan="4"><strong>$100,000 to 500,000</strong></td>
<td colspan="2"><strong>Over $500,000</strong></td>
<td></td>
</tr>
<tr class="even">
<td rowspan="2"><p><strong>HUBZone</strong></p>
<p>Small Business Set-asides</p>
<p>(Competitive)</p></td>
<td rowspan="2">19.13</td>
<td rowspan="2"><ul>
<li><p>Requirements should remain in the 8(a) Program, unless SBA agrees
to release it.</p></li>
<li><p>Review requirement to determine whether it is excluded.</p></li>
<li><p>Identify HUBZone and 8(a) concerns before deciding whether to use
either the HUBZone or the 8(a) Program.</p></li>
<li><p>In determining which program to use, consider the procuring
activity’s progress toward meeting its HUBZone and 8(a) goals, as well
as, other pertinent factors.</p>
<p><strong>(Ref. 13 CFR 126.607)</strong></p></li>
</ul>
<ul>
<li><p>If the CO decides to set-aside the requirement for competition
restricted to qualified HUBZone SBCs, the CO must:</p></li>
</ul>
<ol type="1">
<li><p>Review SBA’s List of Qualified HUBZone SBCs</p></li>
<li><p>Have a reasonable expectation of offers from 2 or more HUBZone
SBCs, and</p></li>
<li><p>Determine that award can be made at a fair market price</p></li>
</ol>
<ul>
<li><p>The CO shall consider HUBZone set-asides before
considering</p></li>
</ul>
<blockquote>
<p>HUBZone sole source awards (19.1306) or small business set-asides
(19.5)</p>
</blockquote>
<p><strong>(Ref. FAR 19.1305(a)</strong></p></td>
<td colspan="8"><ul>
<li><p>HUBZone set-asides are optional</p></li>
<li><p>Set-aside using simplified acquisition procedures</p></li>
<li><p>The PEP is not applicable</p></li>
</ul>
<p><strong>(Ref. FAR 19.1305(c))</strong></p></td>
<td colspan="5"><ul>
<li><p>Requires set-aside for HUBZone small businesses over the SAT when
criteria are met</p></li>
<li><p>Shall set-aside before considering HUBZone sole source
awards</p></li>
</ul>
<p><strong>(Ref. FAR 19.1305(a))</strong></p>
<ul>
<li><p>If the CO receives only one acceptable offer from a qualified
HUBZone SBC in response to a set-aside, the CO should make award to that
concern.</p></li>
</ul>
<p><strong>(Ref. FAR 19.1305(d))</strong></p></td>
<td rowspan="2"><p>SBA HUBZone:</p>
<p><u>http://www.sba.gov/hubzone</u></p>
<p>SBA</p>
<p>PRO-Net</p>
<p><u>http://www.pronet.sba.gov</u></p>
<p>Code of Federal Regulations</p>
<p><a
href="http://www.access.gpo.gov/nara/cfr/cfr-table-search.html">www.access.gpo.gov/nara/cfr/cfr-table-search.html</a></p></td>
</tr>
<tr class="odd">
<td colspan="3"><p>For HUBZone contracts at or below $25,000, a
qualified HUBZone SBC may supply the end item of any manufacturer made
in the US, including a large business</p>
<p><strong>(Ref. FAR 13 CFR 126.601)</strong></p></td>
<td colspan="10"><p>Procurements above $25,000, the HUBZone dealer must
offer products manufactured by HUBZone firm(s)</p>
<p><strong>(Ref. FAR 13CFR126.601)</strong></p></td>
</tr>
<tr class="even">
<td><p><strong>HUBZone</strong></p>
<p><strong>(Non-competitive)</strong></p></td>
<td>19.13</td>
<td><ul>
<li><p>A Contracting Officer may award contract to HUBZone small
business concern (SBC) on sole source basis IF:</p></li>
<li><p>Only 1 HUBZone SBC can satisfy requirement</p></li>
<li><p>Acquisition will not exceed $5M for manufacturing NAICS codes and
$3M for all other NAICS codes</p></li>
<li><p>Requirement is not currently being performed by a non-HUBZone
small business concern</p></li>
<li><p>HUBZone small business concern determined responsible</p></li>
<li><p>Award can be made at fair and reasonable price</p></li>
<li><p>SBA has right to appeal CO’s decision not to make a HUBZone sole
source award.</p>
<p><strong>(Ref. FAR 19.1306 (a))</strong></p></li>
</ul></td>
<td colspan="8"><ul>
<li><p>At the sole discretion of the contracting officer</p></li>
<li><p>May sole source but must first consider HUBZone competitive
(19.13) and non-HUBZone SBC (19.5)</p></li>
</ul>
<p><strong>(Ref. 13 CFR 126.612)</strong></p></td>
<td colspan="5"><ul>
<li><p>Only 1 HUBZone SBC can satisfy requirement</p></li>
</ul></td>
<td><p>Code of Federal Regulations</p>
<p><u>www.access.gpo.gov/nara/cfr/cfr-table-search.htm</u>l</p>
<p>SBA HUBZone:</p>
<p><a
href="http://www.sba.gov/hubzone">http://www.sba.gov/hubzone</a></p></td>
</tr>
<tr class="odd">
<td rowspan="2"><p><strong>Small Business Total</strong></p>
<h2 id="set-aside">Set-aside</h2></td>
<td rowspan="2">19.5</td>
<td rowspan="2"><ul>
<li><p>NOTE: KR must first review for competitive HUBZone (over
Simplified Acquisition Threshold) and should review for 8(a) Program
applicability</p></li>
<li><p>Acquisitions exceeding $2500 ($7500 for acquisitions of supplies
or services that, as determined by the head of the agency, are to be
used to facilitate defense against or recovery from terrorism or
nuclear, biological, chemical, or radiological attack and are made from
January 24, 2003, through November 24, 2003; or $15,000 for acquisitions
by or for the Department of Defense if award is made and funds are
obligated on or before September 30, 2003), but not over $100,000
($200,000 for acquisitions described in paragraph (2)(i) of the
Simplified Acquisition Threshold definition at FAR 2.101), is
automatically reserved exclusively for SBCs</p></li>
<li><p>Offers from at least two SB firms are expected</p></li>
<li><p>Follow agency direction for Set-asides for requirements in DIGs
above the emerging small business reserve amount when agency goals have
not been met</p></li>
<li><p>See 19.502-5 for insufficient causes for not setting aside an
acquisition</p></li>
</ul></td>
<td colspan="8"><p>Automatically reserved for SB unless requirement
falls under:</p>
<p>19.8: 8(a)</p>
<p>19.9: VSB set-aside</p>
<p>19.10: SBCDP (ESB)</p>
<p>set-aside</p>
<p>19.13: HUBZone set-aside</p>
<p><strong>(Ref. FAR 19.502-2(a))</strong></p></td>
<td colspan="5"><p>Shall set-aside if conditions are met:</p>
<ul>
<li><p>offers from 2 responsible SBCs offering products of different
SBCs</p></li>
<li><p>award will be made at fair market prices</p></li>
</ul>
<p><strong>(Ref. FAR 19.502-2(b))</strong></p>
<p>Over SAT, must consider HUBZone first.</p>
<p><strong>(Ref. FAR 19.501(c))</strong></p></td>
<td rowspan="2"><p>Waivers:</p>
<p><u>http://www.sba.gov/GC/nonmanuf.html</u></p></td>
</tr>
<tr class="even">
<td colspan="3"><mark></mark></td>
<td colspan="10"><ul>
<li><p>Nonmanufacturing rule applies over $25,000</p></li>
</ul>
<p><strong>(Ref. FAR 19.102(f)(7))</strong></p></td>
</tr>
<tr class="odd">
<td><p><strong>Small Business Partial</strong></p>
<p><strong>Set-aside</strong></p></td>
<td>19.5</td>
<td><ul>
<li><p>A total set-aside is not appropriate</p></li>
<li><p>Requirement is severable in two parts</p></li>
<li><p>One or more Small Business firms are capable</p></li>
<li><p>Acquisition is not subject to Simplified Acquisition
Procedures</p></li>
<li><p>Construction NAICS are exempted (19.502-3(a))</p></li>
<li><p>Follow agency direction for set-asides for requirements in DIGs
above the emerging small business reserve amount when agency goals have
not been met (19.1007(b)(1))</p>
<p><strong>19.502-3</strong></p></li>
</ul></td>
<td colspan="8"><p><strong>N/A</strong></p>
<p><strong>19.502-3(a)(4)</strong></p></td>
<td colspan="5"><p>Use partial set-aside when total set-aside is not
appropriate and criteria are met</p>
<p><strong>19.502-3(a)</strong></p></td>
<td></td>
</tr>
<tr class="even">
<td></td>
<td></td>
<td></td>
<td colspan="2"><strong>$2,500 to 25,000</strong></td>
<td colspan="3"><strong>$25,000 to 50,000</strong></td>
<td colspan="3"><strong>$50,000 to 100,000/SAT</strong></td>
<td colspan="4"><strong>$100,000 to 500,000</strong></td>
<td><strong>Over $500,000</strong></td>
<td></td>
</tr>
</tbody>
</table>

**II. Programs for Full and Open Competitions**

(Over the Simplified Acquisition Threshold)

<table style="width:100%;">
<colgroup>
<col style="width: 10%" />
<col style="width: 6%" />
<col style="width: 31%" />
<col style="width: 5%" />
<col style="width: 0%" />
<col style="width: 5%" />
<col style="width: 0%" />
<col style="width: 6%" />
<col style="width: 7%" />
<col style="width: 0%" />
<col style="width: 8%" />
<col style="width: 8%" />
<col style="width: 8%" />
</colgroup>
<thead>
<tr class="header">
<th colspan="3"></th>
<th colspan="8"><strong>Use by Dollar Value of the
Requirement</strong></th>
<th></th>
<th></th>
</tr>
<tr class="odd">
<th colspan="3">NOTE: Programs are not mutually exclusive</th>
<th colspan="5"><strong>Simplified Acquisitions
(&lt;$100,000)</strong></th>
<th colspan="3"></th>
<th></th>
<th></th>
</tr>
<tr class="header">
<th><strong>Small Business Programs</strong></th>
<th><strong>FAR Ref.</strong></th>
<th><strong>Description and Conditions for Use</strong></th>
<th><strong>$2,500 to 25,000</strong></th>
<th colspan="2"><strong>$25,000 to 50,000</strong></th>
<th colspan="2"><strong>$50,000 to 100,000/SAT</strong></th>
<th colspan="2"><strong>$100,000 to 500,000</strong></th>
<th><strong>Over $500,000</strong></th>
<th><p><strong>Internet</strong></p>
<p><strong>Sites</strong></p></th>
<th></th>
</tr>
</thead>
<tbody>
<tr class="odd">
<td><p><strong>Subcontracting Programs</strong></p>
<p>For SB, Veteran-owned, Service-Disabled, HUBZone, SDB, and
Women-owned</p></td>
<td>19.7</td>
<td><p><strong>Subcontracting Plans (19.702(a))</strong></p>
<ul>
<li><p>N/A to Small Businesses</p></li>
<li><p>N/A for performance outside US</p></li>
<li><p>N/A for personal services contracts</p></li>
</ul>
<p>Over $100K: Via inclusion of 52.219-8, Contractor agrees to maximum
practicable Sub-K opportunities</p>
<p>Over $500K ($1M for Construction): Via inclusion of 52.219-9,
acceptable Formal plan required prior to award</p></td>
<td colspan="5"><p><strong>N/A</strong></p>
<p><strong>(Ref. FAR 19.702(a))</strong></p></td>
<td colspan="2"><p>No formal plan required,</p>
<p>but compliance with 52.219-8 required</p>
<p>(Small and other-than-small prime contractors flows-down to small and
other-than-small sub-contractors)</p>
<p><strong>(Ref. FAR 19.702)</strong></p></td>
<td><p>Formal plan required; compliance with 52.219-8 and 52.219-9
required</p>
<p>(Over $1M for Construction)</p>
<p>(Other-than-small prime contractors flows-down to other-than-small
subcontractors)</p>
<p><strong>(Ref. FAR 19.702)</strong></p></td>
<td></td>
<td></td>
</tr>
<tr class="even">
<td><p><strong>HUBZone Price Evaluation</strong></p>
<p><strong>Preference</strong></p></td>
<td>19.13</td>
<td><p><strong>HUBZone Price Evaluation Preference (PEP)
(19.1307)</strong></p>
<p>Use in Full and Open Competition acquisitions UNLESS:</p>
<ul>
<li><p>Price is not a selection factor (e.g., A &amp; E
acquisitions)</p></li>
<li><p>All fair and reasonable offers are accepted</p></li>
<li><p>Less than or equal to the SAT</p>
<p>T If the HUBZone price is not more than 10 percent higher than the
price offered by the otherwise lowest, responsive, and responsible,
non-HUBZone small business offeror, the HUBZone price is deemed to be
lower</p></li>
</ul></td>
<td colspan="5"><h1 id="na">N/A</h1>
<p><strong>19.1307(a)(1)</strong></p></td>
<td colspan="3"><p>Shall be used for full and open competitive
acquisition over the SAT</p>
<p>(As of 9/30/2000, applicable to all agencies with a CO)</p>
<p><strong>19.1307</strong></p></td>
<td><p>SBA HUBZone:</p>
<p><u>http://www.sba.gov/hubzone</u></p></td>
<td></td>
</tr>
<tr class="odd">
<td></td>
<td></td>
<td></td>
<td colspan="2"><strong>$2,500 to 25,000</strong></td>
<td colspan="2"><strong>$25,000 to 50,000</strong></td>
<td><strong>$50,000 to 100,000/ SAT</strong></td>
<td colspan="2"><strong>$100,000 to 500,000</strong></td>
<td><strong>Over $500,000</strong></td>
<td><h1 id="section"></h1></td>
<td></td>
</tr>
<tr class="even">
<td><p><strong>SDB</strong></p>
<p><strong>Price Evaluation</strong></p>
<p><strong>Adjustment</strong></p>
<p>(Bidding Credit for SDB Prime Contractors)</p></td>
<td>19.11</td>
<td><p><strong>SDB Price Evaluation Adjustment (PEA)
(19.1102)</strong></p>
<p>Use in competitive acquisitions in the authorized NAICS Major Groups
(as determined by the Dept. of Commerce [FAR 19.201(b)] (See website at
right),</p>
<p>UNLESS:</p>
<ul>
<li><p>Equal to or under SAT</p></li>
<li><p>8(a)</p></li>
<li><p>Set-aside for small business concerns</p></li>
<li><p>HUBZone set-aside</p></li>
<li><p>Price is not a selection factor (e.g., A &amp; E
acquisitions)</p></li>
<li><p>All fair and reasonable offers will be accepted for
award</p></li>
</ul>
<p>Do not evaluate offers using the PEA when it would cause award, as a
result of this adjustment, to be made at a price that exceeds fair
market price by more than the factor as determined by the Dept. of
Commerce.</p>
<p><strong>(Ref. FAR 19.202-6(a))</strong></p></td>
<td colspan="5"><h1 id="not-applicable">Not Applicable</h1>
<p><strong>(Ref. FAR 19.1102(b)(1))</strong></p></td>
<td colspan="3"><p>Use for competitive acquisitions in authorized NAICS
major Groups over the SAT</p>
<p>(Shall not be used with:</p>
<p>19.8 - 8(a)</p>
<p>19.5 – SB set-aside</p>
<p>19.13 - HUBZone)</p>
<p><strong>(Ref. FAR 19.1102)</strong></p>
<p>KR may waive PEA to receive an evaluation factor or sub-factor for
the participation of SDB concerns in performance of the contract</p>
<p><strong>(Ref. FAR 19.1202)</strong></p></td>
<td><p>SDB Major NAICS Codes:</p>
<p><u>http://www.arnet.gov/References/sdbadjustments.htm</u></p>
<p>SBA PRO-Net</p>
<p><u>http://pronet.sba.gov</u></p></td>
<td></td>
</tr>
<tr class="odd">
<td><p><strong>Small Disadvantaged Business (SDB) Participation
Program</strong></p>
<p>(Monetary Subcontracting Incentive for Actual SDB
Contracting)</p></td>
<td>19.12</td>
<td><p><strong><em>For Optional Use with SDB NAICS Major
Groups</em>)</strong></p>
<p>Program: Monetary incentives for actual SDB subcontracting:</p>
<ul>
<li><p>Used in negotiated acquisitions</p></li>
<li><p>Actual achievement is monitored against proposed monetary targets
and tracked separately from other programs/plans/goals (traditional 8(d)
subcontracting plan)</p></li>
<li><p>Incentive based on actual performance</p></li>
</ul>
<p>An award fee may be used as substitute for incentive program</p>
<p><strong>(Ref. FAR 19.1203)</strong></p></td>
<td colspan="5"><h3 id="na-1">N/A</h3></td>
<td colspan="3">Optional use with SDB NAICS Major Groups</td>
<td></td>
<td></td>
</tr>
<tr class="even">
<td></td>
<td></td>
<td></td>
<td colspan="2"><strong>$2,500 to 25,000</strong></td>
<td colspan="2"><strong>$25,000 to 50,000</strong></td>
<td><strong>$50,000 to 100,000/ SAT</strong></td>
<td colspan="2"><strong>$100,000 to 500,000</strong></td>
<td><strong>Over $500,000</strong></td>
<td></td>
<td></td>
</tr>
<tr class="odd">
<td><p><strong>Small</strong></p>
<p><strong>Disadvantaged Business (SDB) Participation
Program</strong></p>
<p>(Source Selection Evaluation Factor or Sub-factor)</p></td>
<td>19.12</td>
<td><p>Program: The extent of participation of SDB concerns in
performance of the contract in the NAICS Major Groups shall be
evaluated. Credit under the evaluation factor or subfactor is not
available to SDB concerns that receive a price evaluation adjustment
under Subpart 19.11. If an SDB concern waives the price evaluation
adjustment at Subpart 19.11, participation in performance of that
contract includes the work expected to be performed by the SDB concern
at the prime contract level. Participation in performance of the
contract includes joint ventures, teaming arrangements, and
subcontracts. <strong>(Ref. FAR 19.1202-1)</strong></p>
<p>For competitive, negotiated acquisitions exceeding $500K ($1M for
construction) in NAICS Major Groups (as designated by Dept. of
Commerce), UNLESS:</p>
<ul>
<li><p>SB set-aside (19.5)</p></li>
<li><p>HUBZone set-aside (19.13)</p></li>
<li><p>8(a) acquisition (19.8)</p></li>
<li><p>Selection based on lowest price/technically acceptable
(15.101-2)</p></li>
<li><p>Contract actions that will be performed entirely outside
U.S.</p></li>
</ul></td>
<td colspan="6"><p><strong>N/A</strong></p>
<p><strong>(Ref. FAR 19.1202-2(a))</strong></p></td>
<td colspan="2"><p>Mandatory</p>
<p>over $500K in NAICS Major Groups</p>
<p>($1 Million for Construction), if SDB does not waive PEA)</p>
<p>KRs shall provide targets, expressed as dollars and percentages of
the total contract value, in each of the applicable NAICS, and a total
target for SDB partici-pation by the KR.</p>
<p><strong>19.1202-4</strong></p></td>
<td><p>NAICS Major Groups are listed at:</p>
<p><u>http://www.arnet.gov/References/sdbadjustments.htm</u></p></td>
<td></td>
</tr>
</tbody>
</table>

NOTE: Suggested priority order based on FAR Part 19 indications of
consideration. Where FAR prescribes/suggests the order of priority, the
prescription/suggestion has been repeated herein in the Description
column. Contracting Officers are advised to consult FAR prior to making
final determination to set-aside the requirements.

NOTE: This matrix does not include additional FAR socioeconomic coverage
that falls under FAR Parts 22 through 26 (Part 22\--Application of Labor
Laws to Government Acquisitions; Part 23\--Environment, Conservation,
Occupational Safety, and Drug-Free Workplace; Part 24\--Protection of
Privacy and Freedom of Information; Part 25-B, Foreign Acquisition; and
Part 26\--Other Socioeconomic Programs). It also does not include
Government-wide small business goals established under 15 USC 644(a);or
contract bundling regulations which prohibit the consolidation of two or
more procurements into one if the consolidation will result in the
contract being unsuitable for award to a small business concern.