Can this form be signed electronically under U.S. law?

Yes. Electronic signatures are legally enforceable under the ESIGN Act (15 U.S.C. §7001) and UETA where adopted. Ensure the eSignature solution captures intent, consent, attribution, and a retrievable record.

What evidence should accompany size claims?

Attach source documents such as IRS transcripts, audited financial statements, payroll registers, or certification letters. Supporting records should allow a reviewer to reconcile reported receipts and employee counts.

Who is an authorized signer for the form?

An authorized signer is an officer, owner, partner, or other person with documented authority to bind the entity. Maintain a delegation of authority or corporate resolution where appropriate.

What if company size changes after submission?

Update the buyer promptly and provide an amended form or supplemental documentation. Post-award changes may affect eligibility and should be reported per contract terms.

Are notarization or witnesses required?

Generally not required for routine vendor size requests, but certain buyers or states may request notarized attestations; check solicitation terms and state rules.

How should I store completed forms securely?

Store executed copies and attachments in encrypted, access-controlled repositories. If using signNow, ensure plan and configuration meet your data protection and BAA requirements for HIPAA.

Electronic Signature
Templates
Miscellaneous
Business Size Information Request Form

Business Size Information Request Form

This template is fully customizable. Edit the text, fill out the fields, and send it for signature. Give it a try!

BUSINESS SIZE INFORMATION REQUEST FORM

Requesting Party Name: Requesting Party Contact:

Business Name:

Business Address:

WHEREAS

WHEREAS, Requesting Party requires an accurate determination of the business size and related classifications of the Business for purposes of procurement, contract eligibility, and compliance with applicable procurement policies; and

WHEREAS, Business agrees to provide truthful and complete information regarding its organizational structure, employee counts, receipts, and ownership characteristics necessary for Requesting Party to assess size status and program eligibility; and

WHEREAS, the parties intend that the information provided will be held in confidence to the extent permitted by applicable law and by the terms of this form.

BUSINESS IDENTIFICATION

Legal Business Entity Type

Corporation Limited Liability Company (LLC) Partnership Sole Proprietorship Nonprofit

Primary NAICS / Industry Classification Contact for This Submission

BUSINESS SIZE INFORMATION

Number of Employees (current total, including full-time, part-time, and seasonal):

Average Annual Receipts (most recent 3 fiscal years) Size Status Claimed (select all that apply)

Small Business Woman-Owned Veteran-Owned Service-Disabled Veteran-Owned Small Disadvantaged Business Other (specify)

SCOPE OF WORK

Describe the goods or services provided by the Business relevant to this request

PAYMENT TERMS

Amount Payable for Verification Services (if applicable):

Payment Schedule and Conditions

Late Payment Charge (if payment applies):

TERM AND TERMINATION

Effective Start Date: Term End Date (if fixed-term):

Notice Period for Termination Without Cause Termination for Cause

CONFIDENTIALITY

All nonpublic information supplied by Business in response to this request that is clearly marked as confidential or would reasonably be considered confidential shall be held in strict confidence by Requesting Party and shall not be disclosed except (a) as required by law or valid order of a court or competent authority, (b) to employees, agents, or advisors of Requesting Party on a need-to-know basis under obligations of confidentiality, or (c) with the prior written consent of Business. The obligations of confidentiality shall survive termination of this form for a period of three (3) years.

GOVERNING LAW

This request and any dispute arising out of or relating to it shall be governed by and construed in accordance with the laws of: , without regard to conflict of laws principles.

ENTIRE AGREEMENT

This form, together with any schedules or attachments executed contemporaneously, constitutes the entire agreement between the parties with respect to the subject matter herein and supersedes all prior oral or written agreements, representations, and understandings. Any amendment must be in writing and signed by authorized representatives of both parties.

CERTIFICATION

The undersigned certifies that the information provided on this form is true, complete, and accurate to the best of their knowledge. The undersigned acknowledges that knowingly providing false information may subject the Business to civil remedies, contract penalties, and other legal consequences.

Authorized Representative Name and Title Additional Remarks or Explanations (optional)

Requesting Party Printed Name:

By:

Date:

Business Representative Printed Name:

By:

Date:

What the Business Size Information Request Form Is

The Business Size Information Request Form is a standardized questionnaire used to collect verified details about an organization’s size metrics—employee headcount, annual receipts, NAICS codes, and ownership or certification status—so a contracting party or government buyer can determine eligibility for small business programs, set-asides, or procurement classifications. It is typically used during vendor registration, solicitation evaluations, or due-diligence reviews and may accompany a vendor’s W-9, SAM registration, or other procurement documents.

Why Accurate Business Size Details Matter

Accurate size information ensures correct program eligibility, prevents procurement errors, and reduces audit risk. It helps buyers apply appropriate socioeconomic set-aside rules and enables vendors to compete for opportunities that match their certified status.

Who Typically Completes and Reviews This Form

Organizations and procurement teams use this form to verify supplier size for compliance and award decisions.

Small business owners and authorized representatives who submit factual size data for certifications and solicitations, ensuring eligibility and accurate reporting.
Procurement officers and contracting specialists who evaluate size claims to apply set-aside rules and verify conformity with solicitation requirements.
Compliance and audit staff who retain and review submitted forms during post-award audits or for internal monitoring of supplier classifications.

Maintain accurate records and designate an authorized signer to minimize delays and errors during procurement and audit reviews.

Essential Components to Include in the Form

A professional Business Size Information Request Form should collect clear, verifiable data points and include signer attestations, allowing reviewers to confirm classification under procurement rules.

Legal Entity

Full registered business name exactly as on IRS records and state filings to match taxpayer and SAM registrations for verification.

TIN / EIN

Taxpayer Identification Number or EIN used for vendor validation, backup withholding triggers, and cross-referencing with IRS or payor records.

Annual Receipts

Most recent 12-month gross receipts figure with explanation of fiscal year period and unit of measure (USD).

Employee Count

Specify full-time equivalent (FTE) number or headcount with the date used to compute the figure and calculation method.

NAICS Code

Primary NAICS code and any secondary codes to align the business with size standards tied to specific industries.

Certifications

List any small business, SBA, 8(a), HUBZone, SDVOSB, WOSB or other certifications and include issuing agency and effective dates.

Step-by-Step: Completing the Form

Follow these steps in order to complete the Business Size Information Request Form accurately and consistently.

01

Gather records: Collect recent payroll, tax returns, and financial statements to verify receipts and employee counts.
02

Choose NAICS: Select the primary NAICS code that best represents core business activity.
03

Enter figures: Populate receipts and headcount fields using the reported period and specified format.
04

Sign and attach: Authorized signer signs, dates, and attaches supporting documents or certification copies.

How to Configure an Online Completion Workflow

Set up a digital workflow that collects inputs, enforces required fields, and routes the form to the correct approvers.

Field	Configuration
Required Fields	Mark business name, EIN, receipts and signature as mandatory to prevent incomplete submissions.
Conditional Logic	Show certification fields only if the vendor selects 'Yes' to certified status to minimize errors.
Signer Order	Assign the authorized representative first, then procurement reviewer for attestation and approval.
Retention Rule	Auto-save completed copies into the document repository with metadata for search and audit.

Where the Completed Form Typically Goes

Completed forms should follow a defined routing path so reviewers can verify and retain records consistently.

Vendor Submission: Vendor uploads or eSigns the form and provides supporting documents.
Procurement Review: Contracting officer verifies size standards, NAICS alignment, and certification claims.
Approval or Clarification: Procurement either approves classification or requests additional documentation from the vendor.
Record Retention: Final form and attachments saved to contract file for audit and future reference.

Digital Submission and Authentication Considerations

Use a secure eSubmission platform that supports audit trails and signer authentication to preserve evidentiary value.

Authentication: Email link, SMS OTP, or multi-factor authentication to confirm signer identity.
Audit Trail: Capture timestamps, IP addresses, and signer actions for verification.
File Formats: Accept PDF, DOCX for attachments and store final executed PDF for archival.

Typical eSignature Options for Collecting the Form

Basic pricing and feature differences across common eSignature providers; signNow appears first for neutral comparison of starting plans and key technical capabilities.

	signNow	DocuSign	Adobe Sign	PandaDoc	HelloSign
Starting Price	$8/user/mo	$15/user/mo	$14/user/mo	$19/user/mo	$15/user/mo
Free Trial	7-day free trial	Varies by region	Varies by region	Varies by plan	Varies by plan
Bulk Send	Yes (Business Premium)	Available on plans	Available on plans	Available on plans	Available on plans
Audit Trail	Yes	Yes	Yes	Yes	Yes
HIPAA Compliant	Yes	Yes	Yes	No	No
Envelope Cap	No cap	100 envelopes/user/year	Varies by plan	Varies by plan	Varies by plan

Potential Penalties and Risks from Incorrect Information

Misclassification: Loss of set-aside eligibility

1099 Penalties: Per-form fines for incorrect returns (IRC §6721)

Backup Withholding: 24% withholding for missing or incorrect TIN

Contract Remedies: Risk of contract termination or clawback

Audit Exposure: Increased likelihood of agency audits

Reputation: Damage to vendor credibility

Common Mistakes to Avoid

Providing outdated financials or headcount figures that do not match the reporting period requested, leading to verification delays.
Using inconsistent business names or DBA entries that do not match IRS or state formation records, causing identity mismatches.
Failing to sign or date the attestation correctly, or using an unauthorized signer without documented authority.
Omitting supporting documents such as tax returns, audited statements, or certification letters that substantiate size claims.

Practical Tips for Accurate and Efficient Completion

Follow consistent rules, centralize records, and assign responsibility for verification to minimize rework and audit risk.

Verify Before Submission

Cross-check EIN, legal name, NAICS code, and reporting period against IRS records and internal accounting systems before sending the form.

Use Authoritative Documents

Attach IRS transcripts, audited financials, or certified payroll reports to substantiate figures when requested by buyers or auditors.

Designate a Signer

Appoint a single authorized representative with documented authority to sign size attestations to avoid signature disputes.

Keep an Audit File

Store the completed form, supporting documents, and correspondence in a searchable repository for at least the required retention period.

Typical Timelines and Processing Expectations

Timelines vary by buyer and solicitation; set expectations and allow time for verification and potential follow-up.

Response Upon Request:

Provide the form when requested by the buyer; no universal statutory deadline applies.

Initial Processing:

Typical internal review completes in 5–10 business days.

Verification Delay:

Requests for additional documentation can add 7–21 days to processing.

Audit Window:

Agencies may audit size representations for up to several years after award.

Record Retention:

Retain forms per retention policy and applicable federal or industry rules.

Common Questions About the Business Size Information Request Form

Answers to frequent questions about form validity, eSigning, evidence, and what happens if details change after submission.

Need help? Contact support

Can this form be signed electronically under U.S. law?
Yes. Electronic signatures are legally enforceable under the ESIGN Act (15 U.S.C. §7001) and UETA where adopted. Ensure the eSignature solution captures intent, consent, attribution, and a retrievable record.
What evidence should accompany size claims?
Attach source documents such as IRS transcripts, audited financial statements, payroll registers, or certification letters. Supporting records should allow a reviewer to reconcile reported receipts and employee counts.
Who is an authorized signer for the form?
An authorized signer is an officer, owner, partner, or other person with documented authority to bind the entity. Maintain a delegation of authority or corporate resolution where appropriate.
What if company size changes after submission?
Update the buyer promptly and provide an amended form or supplemental documentation. Post-award changes may affect eligibility and should be reported per contract terms.
Are notarization or witnesses required?
Generally not required for routine vendor size requests, but certain buyers or states may request notarized attestations; check solicitation terms and state rules.
How should I store completed forms securely?
Store executed copies and attachments in encrypted, access-controlled repositories. If using signNow, ensure plan and configuration meet your data protection and BAA requirements for HIPAA.

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