The Federal Small Business Programs Desk Reference provides a best value solution to performance improvement with on demand learning and performance support as well as knowledge and skill assessments.

The Federal Small Business Programs Desk Reference is available through your Agency Portal or your Contractor Portal.

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Introduction to Federal Small Business Programs

Module I Overview
Module II Small Business Eligibility
Module III Requisition Reviews and Market Research
Module IV Small Business Subcontracting Program
Module V Small Business Set Asides
Module VI Women Business Program
Module VII SBA 8(a) Program
Module VIII Historically Underutilized Business Zone Program (HUBZone)
Module IX Small Business Competitiveness Demonstration Program
Module X Small Disadvantaged Business Program
Module XI Veteran and Service-Disabled Veterans Business Program
Module XII Small Business Innovation Research (SBIR) Program and the Small Business Technology (STTR) Program

Conclusion to Federal Small Business Programs

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Introduction to Federal Small Business Programs

Introduction

Knowledge Requirements
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Module I Overview

1.0 Introduction

1.1 The Small Business Policy of the United States Government

Reasons for the Small Business Policy of the United States Government

1.2 Key Concepts

Acquisition Life Cycle
Thresholds

1.3 Authority

Highlights of The Small Business Act and Subsequent Amendments
8(a) Business Development Program Authority
Subcontracting Authority
Women-Owned Small Business Program Authority
HUBZone Program Authority
Veterans Programs Authority
Administrative Law Authority for Federal Small Business Programs

1.4 Maximizing Small Business Participation

Establishment of Governmentwide Small Business Participation Goals
Establishment of Federal Agency Small Business Participation Goals
OSDBU Activities to Increase Small Business Participation

1.5 Duties of Small Business Specialist (SBS)

Reviewing Solicitations and Contract Actions
Reviewing Subcontracting Plans and Monitoring Performance
Working with Contracting Officers/Contract Specialists, Program Officials and the SBA
Supporting Agency Market Research
Assisting and Counseling Small Business
Participating in Outreach Efforts
Reporting

1.6 Duties of the Contracting Officer (CO)

1.7 Summary

What We Learned
What's Next

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Module II Small Business Eligibility

2.0 Introduction

2.1 Definition of a Small Business Concern

2.1 Classifying Procurements

2.2 The NAICS Code

Determining the NAICS Code

2.4 The Small Business Size Standard

How the Contracting Officer/Contracting Specialist Determines the Size Standard for a Procurement
Service Businesses
Manufacturing Businesses
Small Business Offerors Certify Their Size

2.5 Appeal of NAICS Code and Business Size Standards

2.6 Summary

What We Learned
What's Next

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Module III Requisition Reviews and Market Research

3.0 Introduction

3.1 Overview

Requisition Review Process
Acquisition Planning & Market Research
Thresholds
Different Procedures for Each Threshold

3.2 Actions under the Simplified Acquisition Threshold

Micro-Purchases
Small Business Set Asides Using Simplified Acquisition Procedures

3.3 Actions Over the Simplified Action Threshold

SBS and SBA PCR Review
SBA PCR Appeals

3.4 Market Research

The Discretion of the Contracting Officer/Contracting Specialist
Market Research
Techniques for Conducting Market Research

3.5 Pre-Solicitation or Sources Sought Notices

Purpose and Use of the Pre-Solicitation or Sources Sought Notice
Caution

3.6 GWAC, IDIQ and GSA Schedule Purchases

3.7 Contract Bundling

Definition of Contract Bundling
Procedural Requirements

3.8 Summary

What We Learned
What's Next

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Module IV Small Business Subcontracting Program

4.0 Introduction

4.1 Overview

Legal Basis for Subcontracting Requirements
Subcontracting with Small, Small Disadvantaged and Women-Owned Businesses
Liquidated Damages
HUBZone Subcontracting Requirements
Prompt Payment Act Requirements
Administration of the HHS Small Business Subcontracting Program

4.2 Providing Subcontracting Opportunities

4.3 Types of Subcontracting Plans

Individual Plans
Master Plans with Individual Contract Goals
Commercial Plans

4.4 Solicitation Clauses and Attachments

Subcontracting Plan Outline
Subcontracting Program Evaluation Criteria

4.5 Publicizing Subcontracting Opportunities

4.6 Evaluating the Subcontracting Plan

The Plan Evaluation Team
Role of the Contracting Officer/Contracting Specialist
Role of the Small Business Specialist
Role of the SBA PCR
Role of the Director, OSDBU
Subcontract Compliance Reviews
Evaluation Factors
Plan Review Procedures
Other Considerations
Awarding the Contract with a Subcontracting Plan

4.7 Post Award Action

Synopsis of Award
Subcontract Plan Administration
Procedures for Delinquent Reports
Final Performance Assessments
Contracting Officer/Contracting Specialist Duties

4.8 Summary

What We Learned
What's Next

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Module V Small Business Set Asides

5.0 Introduction

5.1 Overview

The Definition and Purpose of the Set-Aside
Unilateral and Joint Set Aside Determinations
SBA PCR Review of All Acquisitions over the Micro-Purchase Threshold Not Set Aside for Small Business
Set Asides Must Specify Small Business Size Standard and NAICS Code
Fair Market Prices Required in Set Asides

5.1 Small Business Set Aside Considerations