BY ORDER OF THE AIR FORCE INSTRUCTION 90-1801 SECRETARY OF ...

BY ORDER OF THE SECRETARY OF THE AIR FORCE

AIR FORCE INSTRUCTION 90-1801 2 AUGUST 2018

Special Management SMALL BUSINESS PROGRAMS

COMPLIANCE WITH THIS PUBLICATION IS MANDATORY

ACCESSIBILITY: Publications and forms are available on the e-Publishing website at for downloading or ordering.

RELEASABILITY: There are no releasability restrictions on this publication.

OPR: SAF/SB Supersedes: AFI 64-201, 1 January 1997

Certified by: SAF/SB (Mr. Jamie L. Adams)

Pages: 22

This AFI implements Air Force Policy Directive (AFPD) 90-18, Small Business Programs; Department of Defense Instruction (DoDI) 4205.01, DoD Small Business Programs; and DoDI 5134.04, Director of Small Business Programs (SBP), by assigning responsibilities for the Air Force's Small Business Programs. This instruction applies to Regular Air Force and Air Force government civilian personnel involved in the acquisition process to include small business professionals, program management, technical development, engineering, requirements definition, contracting functions, and research and development. It also applies to the Air Force Reserve and to all elements of the Air National Guard in Federal service, except where noted otherwise in the Defense Federal Acquisition Regulation Supplement (DFARS) Procedures, Guidance, and Information (PGI) Section 202.101, Definitions.

Ensure that all records created as a result of processes prescribed in this publication are maintained in accordance with Air Force Manual (AFMAN) 33-363, Management of Records, and disposed of in accordance with the Air Force Records Disposition Schedule in the Air Force Records Information Management System.

Refer recommended changes and questions about this publication to the Office of Primary Responsibility using the Air Force Form 847, Recommendation for Change of Publication. Route Air Force Forms 847 from the field through the appropriate functional chain of command. Field activities will send supplements that directly implement this publication to the Secretary of the Air Force Office of Small Business Programs (SAF/SB) for coordination prior to certification and approval. (T-1).

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The authorities to waive wing/unit level requirements in this publication are identified with a tier number ("T-0, T-1, T-2, T-3") following the compliance statement. See AFI 33-360, Publications and Forms Management, for a description of the authorities associated with the tier numbers. Submit requests for waivers through the chain of command to the appropriate tier waiver approval authority or, alternatively, to the publication Office of Primary Responsibility for non-tiered compliance items.

DoD Instructions -- DoDI 4205.01 establishes policy, assigns responsibilities, and provides procedures for DoD Small Business Programs. DoDI 5134.04 establishes the responsibilities, functions, relationships, and authorities of the Director, DoD Office of Small Business Programs. DoDI 5000.02, Operation of the Defense Acquisition System, establishes policy and principles for the management of all acquisition programs and includes considerations for the maximum participation of small business concerns. DoDI 5000.75, Business Systems Requirements and Acquisition, establishes policy for business system requirements and acquisition.

SUMMARY OF CHANGES

This document is substantially revised and must be completely reviewed.

This instruction rescinds and replaces AFI 64-201, Small Business Programs, as a special management series instruction. Revisions include updates to policy and responsibilities based on recent DoD publications and current statutes and regulations. Additionally, this revision incorporates waiver and tier classification throughout the publication.

1. ROLES AND RESPONSIBILITIES.

1.1. Secretary of the Air Force. The Secretary of the Air Force appoints the Director, Air Force Office of Small Business Programs (SAF/SB), after coordination with the Director, DoD Office of Small Business Programs.

1.2. The Air Force Office of Small Business Programs (SAF/SB). SAF/SB has the following roles and responsibilities, to include those listed in Table 1, Common Roles and Responsibilities.

1.2.1. Acts pursuant to statutory authority and is responsible for implementing and executing the functions and duties identified in DoDI 4205.01 on behalf of the Office of the Under Secretary of Defense for Acquisition and Sustainment as a `DoD Component Small Business Program' and on behalf of the Secretary of the Air Force for the Department of the Air Force.

1.2.1.1. Serves as an agent of the Secretary of the Air Force within assigned policy and program domains and provides guidance, direction, and oversight for all matters pertaining to the formulation, review, and execution of plans, policies, programs, and budgets associated with the Air Force Small Business Programs.

1.2.1.2. Serves as the principal advisor to the Secretary of the Air Force on all small business matters.

1.2.1.3. Routinely briefs the Secretary of the Air Force and/or Under Secretary of the Air Force on Small Business Programs' goals and results.

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1.2.1.4. Establishes and maintains a Small Business Compliance Program (paragraph 4.5.).

1.2.1.5. Administers the Air Force Small Business Awards Program.

1.2.1.6. Performs, full-time and exclusively, the duties listed in the Small Business Act, Title 15 United States Code (U.S.C.) Section 631, et seq.; Title 10 U.S.C. Section 8024, Director of Small Business Programs; Acting Director, DoD Office of Small Business Programs, Memorandum for DoD Component Directors of Small Business, Small Business Regulatory Enforcement Fairness Act Requirements, 1 December 2017; and Headquarters Air Force (HAF) Mission Directive 1-30, Director, Small Business Programs. Does not hold any other title, position, or responsibility, except as necessary to carry out the listed responsibilities.

1.2.2. Develops, implements, and oversees small business policy, processes, and management of the Air Force Small Business Programs to ensure maximum practicable prime- and sub-contracting opportunities for small businesses, including developing strategic goals and objectives for all Air Force Small Business Programs and monitoring and communicating performance through appropriate metrics. As a DoD Component office, ensures goals and objectives are aligned with the DoD Office of Small Business Programs and the Air Force's objectives and priorities.

1.2.3. Collaborates with the DoD Office of Small Business Programs annually to develop overall Air Force Small Business Programs' goals. In consultation with Major Commands (MAJCOMs), Direct Reporting Units (DRUs), Air Force Program Executive Offices (AFPEOs), and the Assistant Secretary of the Air Force (Acquisition, Technology and Logistics) (SAF/AQ), develops and disseminates the Air Force Small Business Programs' goals and associated performance expectations. Administers and maintains the Air Force Small Business Programs' goals and performance measurements and reports to Air Force, DoD, Small Business Administration (SBA), and Congress, as applicable.

1.2.4. Conducts periodic assessments of the Air Force Small Business Programs' performance. Provides input to the DoD Office of Small Business Programs annually in support of the SBA's Scorecard requirements.

1.2.5. Represents the Air Force in small business policymaking via active participation on Federal Acquisition Regulation (FAR), DFARS, Air Force Federal Acquisition Regulation Supplement (AFFARS), and Defense Acquisition Regulation Council teams, sub-committees, and activities.

1.2.6. Directs, oversees, and manages the Air Force Mentor-Prot?g? Program, which requires interaction with the DoD Office of Small Business Programs, industry, and acquisition teams.

1.2.7. Monitors and assists in implementing all Air Force Small Business Programs, including the Small Business Innovation Research and Small Business Technology Transfer Programs per AFI 61-102, Small Business Innovation Research (SBIR) and Small Business Technology Transfer (STTR) Programs.

1.2.8. Coordinates on information system issues relating to small business policies, data, reports, anomalies, etc. (e.g., Federal Procurement Data System-Next Generation,

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electronic Subcontracting Reporting System, Functional Security Requirements Specifications, and various payment systems).

1.2.9. Develops and executes a budget to manage SAF/SB.

1.2.10. Consults on a regular basis with stakeholders across the Air Force, DoD, SBA, industry, other government agencies, and Congress.

1.2.11. Works with the Air Force Corporate structure, MAJCOMs, DRUs, AFPEOs, and SAF/AQ to coordinate policy and make recommendations on matters pertinent to the utilization of small businesses (prime and subcontracting) in support of mission requirements.

1.2.12. Holds leadership, guidance, and oversight roles and exercises statutory and regulatory authority over the Air Force Small Business workforce, the professional education and training on small business matters of the Air Force acquisition team, and the appointment of Air Force Small Business Professionals.

1.2.12.1. Is required statutorily to have supervisory authority over small business personnel performing functions and duties relating to the Small Business Act. Exercises this authority through functional appointments, functional assignments, and functional designations; career path development; workforce training, policy, guidance, and direction; and evaluation, accountability, and oversight. (Note: Performance criteria and appraisals for small business professionals are addressed in the "Terms" section of this instruction.)

1.2.12.2. Is established as the Component Functional Leader for Air Force Small Business Professionals. Serves with the DoD Office of Small Business Programs Functional Leader on the Small Business Functional Integrated Process Team. Requires recurring engagement across DoD Office of Small Business Programs, Defense Acquisition Career Managers, Defense Acquisition University, and other offices as applicable. Provides or oversees training pertaining to the Small Business Act for small business concerns, as well as for acquisition team personnel.

1.2.12.3. Is required statutorily to assign a Small Business Technical Advisor to each office where the SBA has assigned a Procurement Center Representative. The technical advisor: (a) shall be a full-time employee of the procuring activity and shall be well qualified, technically trained, and familiar with the supplies or services purchased at the activity; and (b) whose principal duty shall be to assist the Procurement Center Representative in their duties and functions relating to the Small Business Act.

Table 1. Common Roles and Responsibilities.

MAJCOM/

Small

SAF/SB

DRU Directors of

Small

Business Professionals1

Business

1.2.13. Engages early in the acquisition process, to include acquisition planning, market research,

acquisition strategy development and approval, and acquisition forecasting.

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1.2.13.1. Advises acquisition teams to ensure

acquisition strategies are structured to facilitate small

business participation throughout a program's life cycle

via direct participation (prime contracts) or, where such

participation is not practicable, through subcontracting.

1.2.13.2. Provides advice on acquisition planning,

strategies, and solicitations. Advises and assists in

acquisition planning activities to identify small business

sources and assists in formulating small business

strategies. Reviews and formally coordinates on

acquisition plans. Provides and/or coordinates on market

research support including supporting documentation,

streamlined acquisition support strategies, Small

Business Set-Aside(s) determinations, full-and-open

competition/other-than-full-and-open

competition

determinations, bundling and consolidation

determinations, and subcontracting strategies and

participation requirements (including various types of

subcontracting plans, sole source justifications, letters of

acceptance, and life cycle sustainment plans).

1.2.13.3. As applicable, serves as a standing member on

acquisition teams, including, but not limited to, early

strategy planning and Acquisition Strategy Panels. May

also serve as a member of Source Selection Advisory

Councils and/or teams relative to small business

strategies and evaluations.

1.2.13.4. As appointed, serves on Multi-Functional

Independent Review Teams and/or Peer Review Teams.

1.2.13.5. Utilizes a forecast of expected contract

opportunities or classes of contract opportunities to aid,

counsel, and assist small-business concerns to ensure

that a fair proportion of total purchases and contracts or

subcontracts for goods and services are placed with

small businesses.

1.2.13.6. Maintains a public website and other social

media presence as deemed necessary.

1.2.13.7. Reviews summary data provided by purchase

card issuers greater than the micro-purchase threshold

and less than the simplified acquisition threshold to

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