PROJECT INFORMATION (ITEMS 1 – 5)
1. Enter the solicitation number. Indicate acquisition instrument/contract type by checking appropriate box:
In accordance with PL 100-656, each OPDIV is required to post its Forecast Information http://osdbuforecast.hhs.gov/)
In accordance with Presidential Memorandum M-09-10, agencies shall identify procurements which use American Recovery and Reinvestment Act (ARRA) funds. If available, reference a Treasury Account Symbol (TSA).
2. Enter Contracting Officer/Specialist (CO/CS), Contracting Officer Technical Representative (COTR) or Purchasing Agent’s Name, OPDIV, Building, Room, Telephone, Fax and e-mail.
3. Enter the item/service description or project title.
4. Enter the total estimated dollar value of the contract, including all options. If necessary attach information.
5. a. Enter the estimated period of performance, including any option periods, using (mm/dd/yy to mm/dd/yy) format.
b. Indicate whether the solicitation will be issued within 30 days, 90 days or 6 months after the small business review
PROJECT CONSIDERATIONS (ITEMS 6 – 12)
6. Enter appropriate North American Industrial Classification System (http://www.census.gov/eos/www/naics/index.html). Enter either the applicable Number of Employees or Average Annual Receipts for the specified NAICS.
7. Check box for “New Requirement” if this is a first time acquisition for products/services.
Check box for “Recompetition” if this is a recompetition of a previous acquisition.
Check box for “Similar Requirement” if this is an acquisition that is similar in scope and technical requirements.
Enter history. For Type of Ownership, list SDB, 8(a), SB, WOSB, VOSB, SDVOSB or HUBZone as applicable. You may use the Central Contractor Registration (CCR- http://www.ccr.gov/).
8. Indicate response to Bundling/Consolidation. [Note, FAR 7.104(d)(2) identifies threshold for applicability.] If the total contract value is estimated below this threshold, check N/A. If this requirement is the result of consolidation or bundled requirements, the SBS must concur.
9. Check the appropriate box(es) indicating all resources utilized to identify potential sources that support the acquisition method recommended in Item 10. Include/Attach supporting documentation for each effort. [Note: SBS will not accept market surveys conducted more than 12 months prior to date of this requirement.]
10. CO/CS/COTR/PA – Check the appropriate box(es) indicating the acquisition method determined. If the procurement is 8(a) and $100,000 or more, include a copy of the SBA offering letter in accordance with FAR Part 19.804-2 (http://www.arnet.gov/far/loadmainre.html).
11. Check appropriate box and refer to FAR 5.202 to indicate the specific exemption.
12. CO/CS/COTR/PA – Check yes or no where other considerations apply. See FAR 19.702(a)(1) and (2) to determine if a Subcontracting Plan is required. A Subcontracting Plan is required if the CO/CS/COTR anticipates that the estimated cost may exceed $550,000 ($1,000,000 for construction). If NO for Subcontracting Plan and/or SDB Plan, attach the approved waiver and supporting documentation -See FAR 19.705-2(c). HHS SBS and SBA PCR concurrence is required.
PROJECT REVIEW & APPROVAL (ITEMS 13 – 15)
13. The Contracting Official (CO) who has the authority to bind the government will make a determination, sign and date.
14. The HHS SBS will sign, date and indicate concurrence or non-concurrence with the method of acquisition determined by the CO. If the HHS SBS does not concur, another method will be recommended (see SBS comments).
15. The SBA PCR shall sign and date this block to indicate concurrence or non-concurrence of the acquisition method determined by the CO. If the SBA PCR does not concur, the rationale will be documented on page 3 of this form and it will include a recommendation. If necessary, the SBA PCR will initiate an appeal process (SBA Standard Form-70) and forward supporting documentation to the CO.