Enclosure 1 Small Business Reserve Implementation for Task Orders.pdf

December 12, 2017

Enclosure (1)

Small Business Reserve Implementation for Task Orders

The parties to this contract acknowledge that it is the exclusive right of the contracting officer to determine how to best meet small business contracting goals. As such, the parties acknowledge that this is the current small business reserve approach to be used for task order competitions and agree that the contracting officer may unilaterally modify the small business reserve approach in order to better meet the agency’s future small business goals.

Orders issued under this shall utilize a small business reserve approach based upon a combination of scope carve out and dollar threshold as follows:

1. Scope Carve Out Small Business Reserve– PWS Specific Requirements

Orders for scope under the following PWS paragraphs will automatically be set aside as small business reserves:

Technical and Program Management Support (PWS 3.1)

Integrated Logistics Support (PWS 3.11)

Configuration Management (CM) Support (PWS 3.9)

Protect and Defend (PWS 3.16)

2. Dollar Threshold Annual Small Business Reserve Carve Out

Orders for all other PWS scope requirements not identified under paragraph 1 above shall be reserved for small business, subject to the market research guidance in paragraph 4, up to an average annual threshold value of $1M per task order year period of performance (e.g. 5 year task order would have an average threshold value of $5M). Orders for a task order requirement with an estimated value (based upon the Government’s independent cost estimate) falling within an upward variance of 10% to the $1M average annual threshold, or $1.1M, will require a market survey and may be reserved for small business if the market survey results identify at least two small businesses are capable of performing the requirements.

The Government intends to reevaluate the scope carve out and threshold requirements every 18 months.

3. Offerors shall be in compliance with the Limitations on Subcontracting FAR 52.219-14.

4. No Small Business Reserves

Task order requirements which do not meet the scope carve out requirements of paragraph 1 above and do not meet the dollar threshold requirements of paragraph 2 above, will be solicited on an unrestricted basis unless the Government’s market research identifies the effort can be set aside for small business. The Government may conduct market research for any task order

December 12, 2017 requirements throughout the ordering period and utilize the results of the market research to determine the acquisition strategy.

The Government reserves the right to revise this internal procedure in the best interests of the

Government.

Note: In addition to the above information and in accordance with 13 CFR 125.2:

a. If there are two or more contract awards to any one type of small business concern (e.g., small business, 8(a), HUBZone, Service Disabled Veteran Owned (SDVO) SBC (Small

Business Concern), WOSB (Woman Owned Small Business) or Economically

Disadvantaged Women-Owned Small Business (EDWOSB), the agency may compete any orders solely amongst the specified types of small business concerns if the “rule of two” or an alternative set-aside requirement provided in the small business program have been met.

b. If there are several awards to several different types of small businesses (e.g., one to 8(a), one to HUBZone, one to SDVO SBC, one to WOSB or EDWOSB), the agency may compete any orders solely amongst all of the small business concerns if the “rule of two” has been met.

c. If there is only one contract award to any one type of small business concern (e.g., small business, 8(a), HUBZone, SDVO SBC, WOSB or EDWOSB), the agency may issue orders directly to that concern for work that it can perform.