PGI Part 219 - SMALL BUSINESS

PROGRAMS

PGI 219.2 -POLICIES

PGI 219.201 General policy.

PGI 219.3 -DETERMINATION OF SMALL BUSINESS STATUS

PGI 219.6 -CERTIFICATES OF COMPETENCY

PGI 219.602 Procedures.

PGI 219.602-1 Referral.

PGI 219.602-3 Resolving differences between the agency and the Small Business Administration.

PGI 219.7 -THE SMALL BUSINESS SUBCONTRACTING PROGRAM

PGI 219.705 Responsibilities of the contracting officer under the subcontracting assistance program.

PGI 219.705-4 Reviewing the subcontracting plan.

PGI 219.705-6 Postaward responsibilities of the contracting officer.

PGI 219.8 -CONTRACTING WITH THE SMALL BUSINESS ADMINISTRATION (THE 8(A) PROGRAM)

PGI 219.800 General.

PGI 219.803 Selecting acquisitions for the 8(a) Program.

PGI 219.804 Evaluation, offering, and acceptance.

PGI 219.804-2 Agency offering.

PGI 219.804-3 SBA acceptance.

PGI 219.805 Competitive 8(a).

PGI 219.805-2 Procedures.

PGI 219.808 Contract negotiations.

PGI 219.808-1 Sole source.

PGI 219.811 Preparing the contracts.

PGI 219.811-1 Sole source.

PGI 219.811-2 Competitive.

Parent topic: PGI Defense Federal Acquisition Regulation
PGI 219.2 -POLICIES

PGI 219.201 General policy.

(c)(10)(1) Agencies are not precluded from requiring that actions over the micro-purchase threshold,

but under the simplified acquisition threshold, that are totally set aside for small business be

reviewed by the small business specialist. One example of when an agency may choose to require

this review is when the agency determines that such a review is necessary to assist contracting

officers in identifying opportunities for other small business set-aside programs (e.g., HUBZone,

service-disabled veteran-owned, small disadvantaged business, women-owned small business) in

order to meet small business goals.

(2) Modifications that increase the scope of the contract, or the order under a Federal Supply

Schedule contract, should be reviewed by the small business specialist. At a minimum, these actions

might impact the small business subcontracting plan. However, funding modifications or

modifications that do not increase the scope of the contract generally should not be reviewed,

because the value that a small business specialist review would add in these instances would be

minimal compared to the resources that would be expended.

(d) Small business specialists are appointed and perform functions in accordance with DoD

Instruction (DoDI) 4205.01, DoD Small Business Programs. In the DoDI, small business specialists

are called “small business professionals.”

PGI 219.3 -DETERMINATION OF SMALL BUSINESS STATUS

FOR SMALL BUSINESS PROGRAMS

No Current PGI Text.

PGI 219.6 -CERTIFICATES OF COMPETENCY

PGI 219.602 Procedures.

PGI 219.602-1 Referral.

When making a nonresponsibility determination on a small business concern, the contracting officer

shall notify the contracting activity's small business specialist.

PGI 219.602-3 Resolving differences between the agency and the Small Business

Administration.

(a)(3)(A) If the contracting officer believes the agency should appeal, the contracting officer shall

immediately inform the departmental director of the Office of Small Business Programs and shall
send the director, through departmental channels—

(1) A request for appeal, summarizing the issues. The request must be sent to arrive within 5

working days after receipt of the SBA Headquarters’ written position; and

(2) An appeal file, documenting the contracting activity's position. The file must be sent to arrive

within 5 working days after transmission of the request.

(B) The departmental director will determine whether the agency will appeal and will notify the SBA

of the agency's intent.

PGI 219.7 -THE SMALL BUSINESS SUBCONTRACTING

PROGRAM

PGI 219.705 Responsibilities of the contracting officer under the

subcontracting assistance program.

PGI 219.705-4 Reviewing the subcontracting plan.

When reviewing the subcontracting plan, contracting officers may use the document entitled “DoD

Checklist for Reviewing Subcontracting Plans.” The document is available at

http://business.defense.gov/Acquisition/Subcontracting/.

PGI 219.705-6 Postaward responsibilities of the contracting officer.

(f) When reviewing subcontracting reports, contracting officers may use the document entitled “DoD

Subcontracting Program—Business Rules and Processes for (1) Electronic Subcontracting Reporting

System (eSRS) and (2) Preparing and Reviewing Related Subcontract Reports.” The document is

available at http://business.defense.gov/Acquisition/Subcontracting/.

PGI 219.8 -CONTRACTING WITH THE SMALL BUSINESS

ADMINISTRATION (THE 8(A) PROGRAM)

PGI 219.800 General.

A copy of the Partnership Agreement (PA) between DoD and the Small Business Administration

(SBA) is available here.

PGI 219.803 Selecting acquisitions for the 8(a) Program.

(1) Contracting activities should respond to SBA requests for contract support within 30 calendar

days after receipt.
(2) Before considering a small business set-aside, review the acquisition for offering under the 8(a)

Program.

PGI 219.804 Evaluation, offering, and acceptance.

PGI 219.804-2 Agency offering.

(1) For requirements processed under the PA cited in DFARS 219.800 (but see paragraph (2) of this

subsection for procedures related to purchase orders that do not exceed the simplified acquisition

threshold), the notification to the SBA shall clearly indicate that the requirement is being processed

under the PA. All notifications should be submitted in writing, using facsimile or electronic mail,

when possible, and shall specify that—

(i) Under the PA, an SBA acceptance or rejection of the offering is required within 5 working days of

receipt of the offering; and

(ii)(A) For sole source requirements, an SBA acceptance shall include a size verification and a

determination of the 8(a) firm’s program eligibility, and, upon acceptance, the contracting officer

will solicit a proposal, conduct negotiations, and make award directly to the 8(a) firm; or

(B) For competitive requirements, upon acceptance, the contracting officer will solicit offers,

conduct source selection, and, upon receipt of an eligibility verification, award a contract directly to

the selected 8(a) firm.

(2) Under the PA cited in DFARS 219.800, no separate agency offering or SBA acceptance is needed

for requirements that are issued under purchase orders that do not exceed the simplified acquisition

threshold. After an 8(a) contractor has been identified, the contracting officer shall establish the

prices, terms, and conditions with the 8(a) contractor and shall prepare a purchase order consistent

with the procedures in FAR Part 13 and DFARS Part 213, including the applicable clauses required

by DFARS Subpart 219.8. No later than the day that the purchase order is provided to the 8(a)

contractor, the contracting officer shall provide to the cognizant SBA Business Opportunity

Specialist, using facsimile, electronic mail, or any other means acceptable to the SBA district office—

(i) A copy of the signed purchase order; and

(ii) A notice stating that the purchase order is being processed under the PA. The notice also shall

indicate that the 8(a) contractor will be deemed eligible for award and will automatically begin work

under the purchase order unless, within 2 working days after SBA’s receipt of the purchase order,

the 8(a) contractor and the contracting officer are notified that the 8(a) contractor is ineligible for

award.

(3) The notification to SBA shall identify any joint venture proposed for performance of the contract.

SBA shall approve a joint venture before award of an 8(a) contract involving the joint venture.

(4) For competitive requirements for construction to be performed overseas, submit the notification

to SBA Headquarters.

PGI 219.804-3 SBA acceptance.
For requirements processed under the PA cited in DFARS 219.800, SBA’s acceptance is required

within 5 working days (but see PGI 219.804-2 (2) for purchase orders that do not exceed the

simplified acquisition threshold).

PGI 219.805 Competitive 8(a).

PGI 219.805-2 Procedures.

For requirements processed under the PA cited in DFARS 219.800—

(1) For sealed bid and negotiated acquisitions, the SBA will determine the eligibility of the firms and

will advise the contracting officer within 2 working days after its receipt of a request for an

eligibility determination; and

(2) For negotiated acquisitions, the contracting officer may submit a request for an eligibility

determination on all firms in the competitive range if discussions are to be conducted, or on all firms

with a realistic chance of award if no discussions are to be conducted.

PGI 219.808 Contract negotiations.

PGI 219.808-1 Sole source.

For requirements processed under the PA cited in DFARS 219.800—

(1) The agency may negotiate directly with the 8(a) contractor. The contracting officer is responsible

for initiating negotiations;

(2) The 8(a) contractor is responsible for negotiating within the time established by the contracting

officer;

(3) If the 8(a) contractor does not negotiate within the established time and the agency cannot allow

additional time, the contracting officer may, after notifying the SBA, proceed with the acquisition

from other sources;

(4) If requested by the 8(a) contractor, the SBA may participate in negotiations; and

(5) SBA approval of the contract is not required.

PGI 219.811 Preparing the contracts.

PGI 219.811-1 Sole source.

(1) Awards under the PA cited in DFARS 219.800 may be made directly to the 8(a) contractor and,

except as provided in paragraph (2) of this subsection and in DFARS 219.811-3, award documents

shall be prepared in accordance with procedures established for non-8(a) contracts, using any

otherwise authorized award forms. The “Issued by” block shall identify the awarding DoD
contracting office. The contractor’s name and address shall be that of the 8(a) participant.

(2) Use the following alternative procedures for direct awards made under the PA cited in DFARS

219.800:

(i) Cite 10 U.S.C. 3204(a)(5 as the authority for use of other than full and open competition.

(ii) Include the clause at DFARS 252.219-7009, Section 8(a) Direct Award, in accordance with the

prescription at DFARS 219.811-3(1). Identify the cognizant SBA district office for the 8(a)

contractor.

(iii) No SBA contract number is required.

(iv) Do not require an SBA signature on the award document.

PGI 219.811-2 Competitive.

Awards made under the PA cited in DFARS 219.800 shall be prepared in accordance with the

procedures in PGI 219.811-1 .