PGI 219.201: General policy.

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-(c)(10)(1) Agencies are not precluded from requiring that actions over the micro-purchase threshold, but under the simplified acquisition threshold, that are totally set aside for small business be reviewed by the small business specialist. One example of when an agency may choose to require this review is when the agency determines that such a review is necessary to assist contracting officers in identifying opportunities for other small business set-aside programs (e.g., HUBZone, service-disabled veteran-owned, small disadvantaged business, women-owned small business) in order to meet small business goals.
-(2) Modifications that increase the scope of the contract, or the order under a Federal Supply Schedule contract, should be reviewed by the small business specialist. At a minimum, these actions might impact the small business subcontracting plan. However, funding modifications or modifications that do not increase the scope of the contract generally should not be reviewed, because the value that a small business specialist review would add in these instances would be minimal compared to the resources that would be expended.
-(d) Small business specialists are appointed and perform functions in accordance with DoD Instruction (DoDI) 4205.01, DoD Small Business Programs. In the DoDI, small business specialists are called "small business professionals."+(c) For the defense agencies, the director of the Office of Small Business Programs must be appointed by, be responsible to, and report directly to the director or deputy director of the defense agency.
+(8) The responsibility for assigning small business technical advisors is delegated to the head of the contracting activity.
+(10) Contracting activity small business specialists perform this function by-- (A) Reviewing and making recommendations for all acquisitions (including orders placed against Federal Supply Schedule contracts) over the micro-purchase threshold (see FAR 19.502-2(a)), except those under the simplified acquisition threshold that are totally set aside for small business concerns in accordance with FAR 19.502-2. Follow the procedures at PGI 219.201 (c)(10) regarding such reviews. (B) Making the review before issuance of the solicitation or contract modification and documenting it on DD Form 2579, Small Business Coordination Record (see PGI 253.219-70 for instructions on completing the form); and (C) Referring recommendations that have been rejected by the contracting officer to the Small Business Administration (SBA) procurement center representative. If an SBA procurement center representative is not assigned, see FAR 19.402(a).
+(11) Also conduct annual reviews to assess-- (A) The extent of consolidation of contract requirements that has occurred (see FAR 7.107); and (B) The impact of those consolidations on the availability of small business concerns to participate in procurements as both contractors and subcontractors.
+(d) For information on the appointment and functions of small business specialists, see PGI 219.201 (d).