An Overview of the Requirements and Components of the Various Programs General Requirements Set-Asides Sole-Source Awards Price Eval. Adjustment Small businesses generally (15 U.S.C.§ 644; 48 C.F.R. §§ 19.502-2 & 19.502-3) Independently owned and operated Not dominant in its field of operations Meets size standards $10,000-$250,000: exclusively reserved for small businesses ≥ $250,000: set-asides for businesses where rule of two met n/a n/a HUBZone small businesses (15 U.S.C.§ 657a; 48 C.F.R. §19.1305) Service- disabled veteran owned small businesses (15 U.S.C. § 657f; 48 C.F.R. § 19.1405 51% unconditionally and directly owned and controlled by US citizens Principal office in HUBZone At 35% of employees reside in HUBZone 51% unconditionally and directly owned and controlled by service- disabled veteran $10,000-$250,000: exclusively reserved for businesses ≥ $250,000 If Rule of Two satisfied, may also set aside for $5,000- $250,000 $10,000-$250,000: exclusively reserved for businesses ≥ $250,000 If Rule of Two satisfied, may also set aside for $10,000- $250,000 If <$7M for Mfg and < $4M for all other acquisitions, and no reasonable expectation of more than one HUBZone offer and award can be made at fair and reasonable price No sole source authority under SAT Two or more SDVOSBs not reasonably expected to submit offers ≤ $4 million (non- manufacturing contracts) or ≤ $ 6.5 million (manufacturing contracts) can be made at a fair and price Up to 10% n/a
General Requirements Set-Asides Sole-Source Awards Price Eval. Adjustment 8(a) businesses (15 U.S.C. §637(a); 48 §§ 19.800- 19.812) Women- owned small businesses (15 U.S.C.§ 637(m))48C.F.R §19.15 FAR 19.1506(b) and (c) Unconditionally owned and controlled by one or more socially and economically disadvantaged individuals of good character and US citizens Demonstrated potential in operation for at least two years prior to applying to 8(a) program Accepted into 8(a) program; time limits on 8(a) participation (9 yrs.) 51% owned by women, with management and daily operations also controlled by women Rule of two satisfied Competition required when contract ≥ $ 4 million (non- manufacturing contracts), or ≥ $ 7 million (manufacturing contracts); may be used with contracts at lower prices $10,000-$250,000: exclusively reserved for small businesses ≥$250,000 If Rule of Two satisfied, may also set aside for $10,000- $250,000 WOSB Eligible business at least 51% Business a responsible contractor with respect to the performance of the contract opportunity Award of the contract consistent with the business's business plan Award would not result in the business exceeding limits on firm value No other supplies or services will satisfy agency requirements Contract ≤ $4 million(non- manufacturing contracts), or ≤ $7 million (manufacturing contract), unless an Alaska Native Corporation is involved Provided none of the exclusions at FAR 19.1504 apply, and – The acquisition is assigned a NAICS code in which SBA has determined that WOSB concerns are substantially underrepresented in Federal procurement or the acquisition is assigned a NAICS code in which SBA has determined that WOSB concerns are (EDWOSB) in Federal procurement n/a n/a