Template To Determine Subcontractor's Small Business Classification for Federal Projects

Introduction

Working on federal projects requires accurate classification of subcontractors' business status. Our template makes it easy to identify the small business classification of your subcontractors. This guide will walk you through how to use this template efficiently.

Accessing the Template

First things first, access our detailed classification template by clicking here. Since it's view-only, you'll need to download it or make a copy for your use. Feel free to add your own logo to personalize it for your company.

Using the Template

The template contains several categories under which a subcontractor can be classified. Here's a quick rundown of what each category means:

1. Large Business (LB): Defined based on annual receipts over a certain threshold.
2. Small Business (SB): Classified by lower annual receipts.
3. Small Disadvantaged Business (SDB): Involves ownership by disadvantaged individuals.
4. Native-American Owned Business (INDIAN): Requires specific ownership criteria.
5. Alaska Native Corporation (ANC).
6. Woman Owned Small Business (WOSB): Predominantly female ownership.
7. HUBZone Business (HZ): Located in a Historically Underutilized Business Zone.
8. Veteran Owned Small Business (VOSB).
9. Service Disabled Veteran Owned Small Business (SDVOSB).

Each category includes specific requirements and checkboxes to indicate certification status or other relevant details.

Steps for Classification

1. Gather Information: Collect the necessary business information from your subcontractor.
2. Check Applicable Categories: Refer to our template and check all categories that apply to the subcontractor based on the information provided.
3. Verify Certifications: If a category requires certification (like HUBZone or SDB), make sure to verify the subcontractor's certification status.
4. Sign the Document: Once all applicable categories are checked, sign the document to confirm the classification.
5. Keep Updated: If the subcontractor's business classification changes, ensure this is updated in your records.

Important Notes

• Self-Certification: Some categories allow for self-certification, while others require formal certification.
• Misrepresentation Penalty: Be aware of the penalties for misrepresenting a firm's status, as detailed under FAR 52.219-1(d)(2).

Conclusion

Correctly classifying your subcontractors is vital for compliance in federal projects. This template simplifies the process, ensuring you have all the necessary information for accurate classification. Remember to regularly review and update this information as needed.