Subcontracting Plans by Invitation

Modified on Thu, 14 Aug at 7:48 PM

What You’ll Learn

In this guide, you’ll learn how to set up and send invitations to known offerors to complete subcontracting plans in SBCX. Specifically, you’ll learn how to:

Enable the invitation workflow within a plan request
Send invitations to offerors by UEI and CAGE Code
Know what the invited business will receive and need to do

TABLE OF CONTENTS

1. Setting Up Invitations

2. Sending Invitations

3. What the Invited Business Will Receive

1. Setting Up Invitations

To invite known offerors, start by configuring your subcontracting plan to allow invitations:

Go to Subcontracting Plan Reviews and select Create New Request.
Under Project Information, for Multiple Awards, select No (see Creating a Subcontracting Plan Request , Figure 3).
Under Proposal Details, answer Yes to Do you know the Offerors?
The Invite Offerors section appears and opens four additional steps.

Figure 1. Enable the invitation process by selecting known offerors

2. Sending Invitations

Step 1: Search for the Offeror

Use the offeror’s UEI and optional CAGE Code to search for their organization.

Figure 2. Use the UEI to search for valid offeror organizations

Step 2: Confirm the Organization

Make sure the organization’s data is accurate. If needed, search again to find the correct match.

Step 3: Add Contact and Period Details

In Proposal Details, provide a valid POC email and period of performance.

Figure 3. Provide contact info and timing for the subcontracting plan

SBCX sends the invitation via email to the offeror’s Prime POC and an optional additional contact.

You can update the email addresses at any time.

Step 4: Review and Send

After reviewing all details, send the invitation to the selected offeror(s).

To delay sending, select Save for Later—this keeps the invitation in a Started status.
Once sent, offerors will receive a registration link and instructions to submit their plan.

Figure 4. Save or send invitations so offerors can complete their plans in SBCX

Watch a demo: How to Create Subcontracting Plans for Specific Contractors on YouTube

3. What the Invited Business Will Receive

The invited business contact will receive an email from noreply@mysbcx.hhs.gov with a link to begin the registration process. They’ll need to:

Confirm their email address
Provide company information (from SAM.gov)
Create a user account
Complete registration and await account activation

Only users listed as SAM.gov Points of Contact (POC) can activate others in their business.

Need help?

Submit a help desk ticket or email us at: client.support@apexlogic.com