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10.001 Policy.

210.001 Policy.

10.002 Procedures.


10.001 Policy.

(b) All Sources Sought announcements and Requests for Information (RFI) for acquisitions with an estimated value exceeding $5M, shall be forwarded to OSBP for review to ensure potential sources are not requested to submit more than the minimum information necessary.

210.001 Policy.

(a)(ii)(B) The program office or the requiring activity must address whether the acquisition can be set-aside for small businesses and if not, why not, in the Market Research Report.

The contracting officer will use the results of the market research to determine whether the criteria are met for setting aside the acquisition for small business or, for a task or delivery order, whether there are a sufficient number of qualified small business concerns available to justify limiting competition under the terms of the contract.

(S-90) The contracting officer will document and attach the results of a query of the SBA Dynamic Small Business Search tool at to the Market Research Report and forward with the DD Form 2579 to OSBP for review (See DARS

19.201 (S-92) (c)).

(S-91) The contracting officer shall conduct their own independent market research and document the findings within the market research report.

The contracting officer will certify by signature on the market research report whether or not the results support setting aside the acquisition. If the resulting acquisition strategy does not include a small business set-aside, market research documentation should explicitly explain why a set-aside is not appropriate.

The contracting officer will fully document and detail market research with respect to small business participation. Market research must document to what extent the small business community, as a whole, has or does not have the ability to support the requirement.

When market research indicates that the small business community, as a whole, does not possess the required capability or capacity to perform as a prime contractor, consideration should be given to small business subcontracting. The market research report should include subcontracting opportunities for small businesses under “Consideration of Small Business Opportunities”.

(S-92) Methods of market research include, but are not limited to, the use of a Sources Sought Announcement or a Request for Information (RFI). (See DARS 19.202 (S-93)(2)(3). Each is used for different reasons. A Sources Sought Announcement is used when there is a known requirement with a previous procurement history, or a well-defined new requirement. A Request for Information (RFI) is used to develop requirements and make decisions regarding acquisition strategies when limited or no acquisition history is available and when industry input is required. Additionally, assistance is available from the Office of Small Business Programs when seeking potential sources.

When a Sources Sought Announcement is planned, allow for the following:

When an RFI is planned, allow for the following:

(S-93) The contracting officer shall notify the Office of Small Business Programs of all industry days, including date, time and location of event using the following title “Industry Day Notification” and send a notification to the following email account:

10.002 Procedures.

(b)(1) The contracting officer’s discretion to the use of market research conducted within 18 months before award is limited to task orders or delivery orders only.

(S-90) Except for the issuance of a Sources Sought announcement or RFI, market research is primarily the responsibility of the program office or the requiring activity. Requirement statements must reflect any available commercial solutions.

Market research documentation must be complete, unbiased, and supported by facts, not more than 12 months old and provided as part of the requisition package. All awards shall include documentation that market research was conducted.

(S-91) Market Research Report (MRR) template

Table 10-1 MRR Template Type

Dollar Threshold

Procurement Action

Template Type

Template Location



All Service Procurements

Market Research Report Template

(Ordering Instructions Enclosure 14a)


Simplified Acquisition Procedures (SAP)

SAP Market Research Report Template

(Ordering Instructions Enclosure 14d) Market Research Report for $150K or less.docx


SAP/Equipment Purchases Only. (Shall not be used for services)

SAP or Equipment Purchases Market Research Report/Commerciality Determination

(Ordering Instructions Enclosure 14b)

Exercising an Option

Prior to Exercising ALL Options.

Market Research Report for Option Exercise

(Ordering Instructions Enclosure 14c) Market Research for Option Exercise.docx

Market Research Tips:

(S-92) Contracting Officer/Contract Specialist shall email the final, signed and dated Market Research Report to the Market Research Repository mailbox at DISA Ft Meade BD Mailbox MRR.

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