DOT Small Business Program Review Form Instructions

 DOT F 4250.1

Purpose:  The DOT F 4250.1 is required by the Director, Office of Small Disadvantaged Business Utilization (OSDBU) to fulfill the requirements of (FAR) 48 C.F.R. 19.202 and TAM 1207.104-70.  It provides the Director needed information to determine DOT’s Small Business Program progress and data necessary for reporting program results to higher levels.

Definition:  “Bundled acquisition” means consolidating two or more requirements for supplies or services, previously provided or performed under separate smaller contracts, into a single contract that is likely to be unsuitable for award to a small business concern.  (See (FAR) 48 C.F.R. 2.101.)

Applicability:  This form is required for:

1.  Procurement requests over the simplified acquisition threshold, except for Task or delivery orders** issued under DOT  Multi-agency contracts (MACS).

2.  Acquisition Plans containing a bundled action.

Form Completion:  This form shall be completed as follows:

Part I.  Program Office.  To be completed by the cognizant program official.

Part II.  Acquisition History.  To be completed by the cognizant program official.

Part III. SBS/CO Recommendation.  To be completed by the Small Business Specialist (SBS) before forwarding to the Contracting Officer (CO) unless otherwise specified in Operating Administration procedures.

Part IV.  Bundled Acquisitions.  To be completed by the responsible program official when applicable.  Attach the required bundling justification IAW TAM 1207.103.   

Part V.  SB Program Recommendation – Concurrence/Approvals.   To be completed by the:

1.  Cognizant CO signs indicating the CO's recommendation.  The SBS concurs or non-concurs.  When a set-aside is recommended and the SBS marks "Concur," approval has been granted and no further coordination is required.  Attach a justification for any non-concurrence.

2.  Small Business Administration’s Procurement Center Representative.  Sign and concur or non-concur whenever a set-aside is not recommended, the acquisition is being removed from a small business program (e.g., (8(a) Program, HUBZone Program) or, for actions under (FAR) 48 C.F.R. 19.202-1(e) (e.g., any proposed bundled acquisition).  Attach a justification for any non-concurrence.

3.  Director, OSDBU.  The OSDBU’s approval is necessary when a requirement previously procured under a small business set-aside program (e.g., 8(a), HUBZone, SDVOSB) is to be removed from a set-aside program (see TAM 1219.202) when re-procuring, OR when either the SBS or PCR determines the proposed bundled acquisition to be unnecessary or unjustified. Forward the justification to bundle to the Deputy Secretary for approval when the criteria at (FAR) 48 C.F.R. 7.107(c) applies.

Form Distribution:   A copy of every completed Form 4250.1 should be sent to the Director, OSDBU (S-40).