Small Business Reserve (SBR) Program Reporting Toolkit

This toolkit contains valuable information to assist State agencies/departments
with the management and compliance of the Small Business Reserve (SBR) Program. (This page is for intended for internal state users only. Vendors do not submit these reports.)



FY2022 Small Business Reserve (SBR) Annual Report 


The SBR Annual Report must be completed and submitted by September ​30, 2022. The Annual Report covers the period from July 1, 2021 to June 30, 2022.

Please take time to read the SBR Annual Report Instructions and utilize the SBR Annual Report Template. 


​​​​​​​SBR Annual Report Instructions

​​​​SBR Annual Report Template​​​ "Notes" Section on the Summary Page .

​​​​​​​​​​​​GAD List

​​​​​​​​​​AGENCY Example Report


    1.  Reports should include supporting documentation and must be signed by the unit head             and the chief financial officer.
    2. Forward completed reports via email to:


Contact SBR Compliance Manager​s 
Lisa Mitchell Sennaar or Tanita Johnson with questions at or


FY2023 1st Quarter Report was Due

FY2023 Small Business Reserve (SBR) Quarterly Report

SBR Quarterly report data is cumulative. Quarterly Reports for the first three quarters are due no later than 30 days following the quarter being reported, and should contain data from the start of the fiscal year. No 4th quarter report is due. Instead, the full fiscal year is reported in the Annual Report. Data for the Annual Report is submitted 90 days after the close of the fiscal year being reported. 

SBR Quarterly Report Instructions 

SBR Quarterly Report Template 


Forward completed reports via email in​



Contact SBR Compliance Managers 
Lisa Mitchell Sennaar or Tanita Johnson with questions at or


Was Due

FY2023​ SBR Strategic Plan

​The NEW FY23 SBR/MBE Consolidated Strategic Plan was due on or before June 30, 2022.​
Agencies that are not SBR participating agencies should still use the consolidated plan
and indicate that they are not an SBR participating agency.

​Please remember to answer questions thoroughly and in as much detail as possible.  Be Creative!


Forward completed reports to
Subject line:  
"Agency Name - FY2023 SBR and MBE Consolidated Strategic Plan​."



Was Due

​​​​​​​​​FY2023 Procurement Forecast 

The FY2023 Procurement Forecast was due on or before June 30, 2022.

This data, which includes all projected purchases of $100,000 and above for the fiscal year, connects with the Hogan Administration's theme that “Maryland is Open for Business."  Keep in mind the forecast is provided to the public and serves as an important tool for the small, minority, women, and veteran business community. Please give the proper attention to this mandatory report by following the instructions and ​being thorough with your responses.                                                    

Instructions FY2023 Forecasting/Recurring Contracts
Template FY2023 Forecasting/Recurring Contracts ​​​

Forward completed reports to


If you have any questions, you may contact
Lisa Mitchell Sennaar at


A working knowledge of EXCEL is required to prepare the ​MBE and SBR reports. If you are not familiar with this software application, click here to access Microsoft training resources or visit The HUB, Maryland's Learning Management System (LMS), to access a catalog of training classes available to State employees. 


To assist agencies using Statewide FMIS,​ the ANSWERS database allows certain FMIS standard reports to be downloaded electronically. DoIT has just launched an updated and enhanced version of ANSWERS. You may need new logins and passwords. Read about the changes: NEW ANSWERS Announcement

ANSWERS database for Statewide FMIS users​
DoIT Service Desk
100 Community Place
Crownsville, MD 21032

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