Small Business Forms

Small Business Coordination Record

Used by DoD contracting officers to coordinate with the Small Business Administration (SBA) Procurement Center Representative on acquisition strategies and set-aside decisions. It documents the review of each acquisition above $10,000 for small business suitability.

Small Business Subcontracting Plan

NASA's agency-specific form for documenting subcontracting plans that supplement the standard FAR requirements. It captures planned subcontracting goals, mentor-protege relationships, and technology transfer commitments specific to NASA's mission areas and small business programs.

Information for Small Business Size Determination

Used by the SBA to collect detailed information about a firm's size when conducting a formal size determination. It captures revenue, employee counts, affiliations, and ownership structure to determine whether a firm meets SBA small business size standards for a specific NAICS code. Size protests trigger this review process.

8(a) Business Development Program Application

The application package for the SBA's 8(a) Business Development Program, which provides mentoring, procurement assistance, and sole-source contracting opportunities to socially and economically disadvantaged small businesses. The application requires detailed personal and business financial information, narrative statements, and supporting documentation.

Statement of Personal History

Collects personal background information from principals, owners, and key managers of businesses applying for SBA programs. It covers criminal history, prior government employment, and other background factors. The SBA uses this information to determine character eligibility for its loan, certification, and business development programs.

Surety Bond Guarantee Agreement of Indemnity

An indemnity agreement between the SBA and a surety company under the SBA Surety Bond Guarantee Program. The SBA guarantees a portion of the bond, making it easier for small contractors to obtain performance and payment bonds required for federal construction contracts.

Surety Bond Guarantee Application

The application form for the SBA Surety Bond Guarantee Program. Small and emerging contractors submit this form to request SBA backing for bid, performance, and payment bonds. The program is available for contracts up to $6.5 million ($10 million for federal contracts under certain conditions).

Personal Financial Statement

A detailed personal financial statement required from owners and principals of small businesses applying for SBA programs. It captures assets, liabilities, net worth, and income sources. Used for 8(a) certification, HUBZone applications, SBA loans, and surety bond guarantee program eligibility.

Fee Disclosure and Compensation Agreement

Discloses fees paid to agents, consultants, or representatives who assist small businesses with SBA loan applications or government contract matters. It ensures transparency in fee arrangements and protects small businesses from excessive charges by intermediaries.

Small Business Subcontracting Plan

Requires large business prime contractors to develop and maintain subcontracting plans with goals for subcontracting to small business, small disadvantaged business, women-owned, HUBZone, SDVOSB, and other socioeconomic categories. Plans are incorporated into the contract and monitored through eSRS reporting.

Certification of Service-Disabled Veteran-Owned or Veteran-Owned Small Business

The VA-specific certification form for Service-Disabled Veteran-Owned Small Businesses (SDVOSB) and Veteran-Owned Small Businesses (VOSB) seeking verification through the VA Center for Verification and Evaluation (CVE). VA requires CVE verification for SDVOSB/VOSB set-asides under the Veterans First Contracting Program.

Veteran-Owned Small Business Certification

A supplemental certification form used in conjunction with the VA Center for Verification and Evaluation process. It captures detailed ownership and control information specific to veteran-owned businesses seeking to participate in VA's Veterans First Contracting Program.