Small Business Subcontracting Requirement Documentation

Small Business Subcontracting Requirement Documentation

Department/Center/Unit (Contract Implementation Team): For non-formal bid related acquisitions the Implementation Team is responsible for conducting a pre-purchase search for a suitable small business that fulfills one or more of the six targeted small business types as outlined in the contract/subcontract’s Individual Plan. The Contract Implementation Team is responsible for maintaining documentation regarding the search approach and the search results as well as the end result (small business or not). Contract Implementation Team is responsible for maintaining these records for each purchase that is subject to the small business requirement and supplying RSP with the results and per-purchase documentation on a bi-annual basis. The documentation will also include justifications for situations where a targeted SBC was available but not selected. For informal and formal bid situations the Contract Implementation Team will work through Procurement Services.

Form Instructions

Please complete all of the required fields and submit to Procurement Services, use the Submit Request button and the bottom of the form.

Contact Information

First Name*

Last Name*

Department Name*

Project Account Number(s)*

Purchase Description *

PO, RFP or Procard Voucher Number*

Purchase Amount*

Date Search Started*

Date

Date Subcontractor/Vendor Selected*

Date

Sole Source?*

YesNo

SBC Search Criteria (include search terms and NAICS codes used)*

Subcontractor/Vendor Selected*

Is Subcontractor/Vendor a Small Business?*

YesNo

What Type of Business is selected Subcontractor/Vendor? Check all that apply.*

Large Business (Subcontractor/Vendor is not a SBC)OtherSmall Business (general)Veteran-Owned Small BusinessService-Disabled Veteran-Owned Small BusinessHUBZone Small BusinessSmall Disadvantaged BusinessWoman-Owned Small Business

Identification of SBC's contacted and the result of contact*

PDF or Excel ONLY