MBE Program Reporting for State Agencies & Regulated Entities
This toolkit provides state agencies and department with key resources to manage and support Minority Business Enterprise (MBE) Program compliance. To review your agency's performance data, visit the ANSWERS website. Note: an active VPN connection is required to access the site.
Welcome New MBE Liaisons
Have you recently been named an MBE Liaison and need to know your Next Steps?
- Contact the MBE Compliance Manager by email or scheduling a one-on-one meeting via Calendly:
- Tiara Randolph serves as the dedicated MBE Compliance Manager for MBE reporting and is available to provide participating agencies with tailored guidance, technical assistance, and direct support to MBE Liaisons. Calendly link & email: [email protected]
- Get familiar with your new liaison duties and reporting schedule
To help support your success, one-on-one assistance sessions can be scheduled using the Calendly Link above for questions, reporting guidance, or additional support needs. We look forward to partnering with you and supporting your agency's continued success in the MBE Program and your success as an MBE Liaison.
Welcome, Minority Business Enterprise (MBE) Liaison! - PDF - 238.33 KB
SBR, MBE, VSBE Liaison Onboarding Training (July 18, 2023) - PDF - 6.9 MB
MBE Reporting Schedule
| Due Date | Report | Submission | Authority | Frequency |
|---|---|---|---|---|
| As Issued | MBE Waiver Determinations & any PRG over $25 mil for review | compliance.gosba @maryland.gov | COMAR 21.11.03.11 | As Issued |
| Submit Annual Report instead on 8/30* | No MBE 4th Quarter Report is due for the Quarterly MBE Report Forms, instead turn in the Annual Report no later than 8/30* | mbereports.gosba @maryland.gov | COMAR 21.11.03.17 | Quarterly |
| 7/31 | MBE Waivers Report (Annual) | Sent to BPW with copy sent to compliance.gosba @maryland.gov | COMAR 21.11.03.17 (3) /BPW Advisory 2003-2 | Annual |
| 8/30 | MBE Annual Report cumulative data July 1 – June 30 | mbereports.gosba @maryland.gov | COMAR 21.11.03.17; SF&P 14-305 | Annual |
| 10/30 | MBE 1st Quarter Report of cumulative data and Compliance Check-In Survey (July 1 – Sept 30 data) | mbereports.gosba @maryland.gov | COMAR 21.11.03.17 | Quarterly |
| 1/30 | MBE 2nd Quarter Report of cumulative data and Compliance Check-In Survey (July 1 – Dec 31 data) | mbereports.gosba @maryland.gov | COMAR 21.11.03.17 | Quarterly |
| 4/30 | MBE 3rd Quarter Report of cumulative data and Compliance Check-In Survey (July 1 – Mar 31 data) | mbereports.gosba @maryland.gov | COMAR 21.11.03.17 | Quarterly |
| 6/30 | FY25 Procurement Forecast Template | compliance.gosba @maryland.gov | COMAR 21.11.03.17 | Annual |
| 10/15 | MBE 4th Quarter Report of the cumulative procurement activity data and the Compliance Check-In Survey (July 1- June 30 data) | mbereports.gosba @maryland.gov | COMAR 21.11.03.17 | Quarterly |
*MBE Reauthorization HB1578 - PDF
The State Finance and Procurement Articles for Minority Business Enterprise (MBE) 14-305, Small Business Reserve (SBR) 14-505, and Veteran-Owned Small Business Enterprise (VSBE) 14-604, reporting deadlines have been changed. COMAR will be updated to align with the statutory changes, which took effect June 1, 2026.
Effective June 1, 2026, annual agency reports for MBE must be submitted within sixty (60) days of the fiscal year close. The annual reporting deadline is now August 30, replacing the previous ninety (90) day, September 30 deadline. When August 30 falls on a weekend, the report is due the next business day.
Extensions may be granted through September 30th on a case-by-case basis through written requests to your MBE Compliance Manager.
Reporting Requirements & Resources
Use this toolkit to find resources and guidance for your annual reporting, quarterly reporting, and procurement forecasts.
Reporting Resources Available
MBE Reporting Manual (Updated July 1, 2026) - PDF - 6.58 MB
Training Videos Available for each annual reporting template
Select 'MBE Video Training Series' in the dropdown menu to view new training videos that have been added specific to annual reporting templates and backup data requirements.
MBE Supplemental Reporting Guidance
Reporting tool to assist State procurement units on the necessary data requirements and direct excel cell references for each MBE reporting template.
Download here:
FY2026 MBE Supplemental Reporting Guidance - PDF - 1.16 MB
**NEW** Socioeconomic Data Reporting Guidance
This is a new reporting tool to assist state procurement units in properly identifying reporting exclusions.
To access the resource click here to download: Socioeconomic Data Reporting Guidance - PDF - 358.73 KB
Watch the socioeconomic data reporting training video
Email MBE Compliance Manager [email protected] if you have any questions.
FY2026 Annual MBE Report Submission Checklist - PDF - 69.55 KB
Please submit the following:
- Annual Report Forms: Form 1 & 2, and Outreach Data as EXCEL sheets (1 file) and the signed signature page
- Contracts Inventory Report as EXCEL sheets (1 file)
- Data entry in the Form 3 Web Portal OR a completed Form 3 Data template EXCEL document (Contact OSBA for technical assistance)
- All backup documentation from both FMIS and non-FMIS users as EXCEL sheets
- A completed FY2026 Annual Agency MBE Compliance Assessment Report EXCEL workbook and a signed Compliance Report in PDF format (1 file)
- Summary Statement Process:
- After the submission of all required annual report documents and once any requested corrections are complete, OSBA will send a completed Summary Sheet to the person(s) who submitted the report.
- The summary sheet, based on final figures matching your units Form 3 data and Form 1 & 2 reports, must be reviewed, signed, and returned to the designated reports email box within 5 business days.
All documentation above is mandatory and must be submitted to the [email protected] email box. To assist with your Annual Report completion a submission checklist has been included for use. The 2026 report templates and the 2026 reporting instruction manual are below:
- MBE Reporting Manual (Updated July 1, 2026) - PDF - 6.58 MB
- FY2026 Annual MBE Report Submission Checklist - PDF - 69.55 KB
- FY2026 Annual Report Forms as of 7.1.2026 - XLSX - 24.2 KB
- FY2026 MBE Contracts Inventory - XLSX - 117.2 KB
- FY2026 MBE Compliance Assessment Report Template - XLSX - 394.22 KB
- Form 3 Data Template as of 7.1.2026 - XLSX - 161.29 KB
- Form 3 Web Portal: https://www.doit.state.md.us/MBEForm3/
***Please note that the FY26 MBE 4th Quarter Report of the cumulative Procurement Activity Report and the Compliance Check-In Survey submission is not due until October 15th (Data required from July 1, 2025 - June 30, 2026).
- Quarterly MBE Procurement Activity Report Requirements: Contract Awards, Contract Modifications, and Contract Renewals as EXCEL sheets (1 file)
- Quarterly Compliance Check-In Survey: Please utilize the survey link to submit the Check-in via Google Forms.
All documentation above is mandatory and must be submitted to the [email protected]
General QTR Reporting Guidance:
- Cumulative Data: Quarterly reports are cumulative, starting from July 1, 2026, through the end date of the quarter being reported.
- Annual Report: The 4th Quarter Quarterly MBE Report Forms (Form 1 & Form 2) are NOT due. Instead, the full fiscal year data is reported in the Annual Report, which is due 60 days after the fiscal year closes.
- Q4 Exceptions: The Procurement Activity Report for the full fiscal year and the 4th Quarter Compliance Check-in Survey are both due on October 15, 2027.
FY27 Quarter Report Due Dates & Submission Requirements:
Quarter 1: Due on October 30, 2026 (Data required from July 1, 2026 - October 30, 2026)
Quarter 2: Due on January 29, 2027 (Data required from July 1, 2026 - December 31, 2026)
Quarter 3: Due on April 30, 2027 (Data required from July 1, 2026 - March 31, 2027)
Submission Requirements for Q1, Q2, and Q3:
Quarterly MBE Report Forms: Form 1, Form 2, and Outreach Data as EXCEL sheets (1 file)
Quarterly MBE Procurement Activity Report Requirements: Contract Awards, Contract Modifications, and Contract Renewals as EXCEL sheets (1 file)
Quarterly Compliance Check-In Survey: Please utilize the survey link below to submit the Check-in via Google Forms. Preview the full survey here: PDF MBE Quarterly Compliance Check-In - Google Forms.pdf - PDF - 291.39 KB
All documentation above is mandatory
Quarter 4: Due on October 15, 2027 (Data required from July 1, 2026 - June 30, 2027)
Submission Requirements for Q4:
Quarterly MBE Procurement Activity Report Requirements: Contract Awards, Contract Modifications, and Contract Renewals as EXCEL sheets (1 file)
Quarterly Compliance Check-In Survey: Please utilize the survey link below to submit the Check-in via Google Forms. Preview the full survey here: Preview the full survey here: PDF MBE Quarterly Compliance Check-In - Google Forms.pdf - PDF - 291.39 KB
All documentation above is mandatory
SUBMISSION TEMPALTES & GOOGLE SURVEY:
FY2027 Quarterly MBE Procurement Activity Report - XLSX - 54.18 KB
FY2027 Compliance Check-In Survey
(This quarterly assessment of your unit's compliance relevant to MBE Program statutes, regulations, and directives should be completed by the Procurement Director or Senior Procurement Official in collaboration with the MBE Liaison. Preview the full survey here: PDF MBE Quarterly Compliance Check-In - Google Forms.pdf)
Use the link(s) above to complete the FY27 Quarterly MBE Report requirements. Reports are due no later than 30 days following the quarter being reported, and should contain data from the start of the fiscal year.
Reports should be submitted via email in EXCEL FORMAT to:
This data, which includes all projected purchases of $15,000 and above for the fiscal year. Keep in mind the forecast is provided to the public and serves as an important tool for small, minority-owned, women-owned, veteran-owned, and disability-owned businesses. Please give the proper attention to this mandatory report by following the instructions and being thorough with your responses.
- FY27 Procurement Forecast
- Instructions for Completing FY2027 Procurement Forecast Report - PDF - 139.87 KB
If you have any questions, you may contact Lisa Mitchell Sennaar at [email protected]
MBE Video Training Series
Training videos for Annual Reporting, MBE Forms, and Live Liaison Trainings
Annual Reporting Videos:
This video series covers each annual reporting template and the backup data requirements for submission.
Backup Data Training:
- Backup Data Training Video
- Backup Data: In-Depth Video Training Slide Deck - PDF - 6.66 MB
MBE Annual Report Forms:
- MBE Annual Report Forms Training Video
- Annual Report Forms: In-Depth Video Training Slide Deck - PDF - 2.5 MB
MBE Contracts Inventory:
- MBE Contracts Inventory Training Video
- MBE Contracts Inventory: In-Depth Video Training Slide Deck - PDF - 1.55 MB
MBE Compliance Assessment:
- MBE Compliance Assessment Training Video
- Compliance Assessment Requirement: In-Depth Video Training Slide Deck - PDF - 3.38 MB
Form 3 Payment Portal:
- Form 3 Payment Portal Training Video
- Form 3 Payment Portal In-Depth Training Slide Deck - PDF - 4.6 MB
MBE Forms Attachment D Training
This video series covers the Attachment D forms which are required to be submitted by bidder/offerors at time of bid and reviewed by the procurement agency and MBE liaison.
MBE Forms Training:
- MBE Forms Training Video
- MBE Forms Training Slide Deck - PDF - 2.94 MB
Live Liaison Trainings
Throughout the fiscal year, OSBA hosts live liaison trainings through Google Meet. The training recording and slide decks are always made available here:
May 9, 2024 - SBR, MBE and VSBE Combined Liaison Training
- May 9, 2024 Training Video
- May 9, 2024 Training Slide Deck - PDF - 17.96 MB
February 15, 2024 - SBR, MBE and VSBE Combined Liaison Training
- February 15, 2024 Training Video
- February 15, 2024 Training Slide Deck - PDF - 16.04 MB