(a)

1. (1) Substantial bundling is any bundling that results in a contract or task or delivery order with an estimated value of—

   1. (i) $8 million or more for the Department of Defense;

   2. (ii) $6 million or more for the National Aeronautics and Space Administration, the General Services Administration, and the Department of Energy; or

   3. (iii) $2.5 million or more for all other agencies.

2. (2) These thresholds apply to the cumulative estimated dollar value (including options) of–

   1. (i) Multiple-award contracts;

   2. (ii) Task orders or delivery orders issued against a GSA Schedule contract; or

   3. (iii) Task orders or delivery orders issued against a task-order or delivery-order contract awarded by another agency.

(b) In addition to addressing the requirements for bundling (see 7.107-3), when the proposed acquisition strategy involves substantial bundling, the agency shall document in its strategy—

1. (1) The specific benefits anticipated to be derived from substantial bundling;

2. (2) An assessment of the specific impediments to participation by small business concerns as contractors that result from substantial bundling;

3. (3) Actions designed to maximize small business participation as contractors, including provisions that encourage small business teaming;

4. (4) Actions designed to maximize small business participation as subcontractors (including suppliers) at any tier under the contract, or order, that may be awarded to meet the requirements;

5. (5) The determination that the anticipated benefits of the proposed bundled contract or order justify its use; and

6. (6) Alternative strategies that would reduce or minimize the scope of the bundling, and the rationale for not choosing those alternatives.