| summary | How do I assign a Delegate to support my application process? The Delegate is a business representative chosen by the QO to serve as "second-in-command" during the business's application effort. Like the QO, there can only be one Delegate per application. The Delegate must be invited to the application by the QO, and will complete several details of the business application on behalf of the QO once the application is initiated. The Delegate is also authorized to invite Contributor(s) to complete specific sections in the application as needed. On the Qualifying owner page it will ask if you will want to Assign a Delegate. Select Yes, and then select Next at the bottom of the page. If “Yes” to the previous page, the QO will enter Delegate information into each field on this page and select Next when finished. Once the QO enters Delegate information, this page displays a summary of the Delegate information. Verify all information is correct. Select Previous to return to the previous page and make corrections, or if Delegate information is already accurate, select Next to proceed. After assigning a Delegate, the QO will select Send Invite to send an e-mail to the address provided for the Delegate. NOTE:Any application tasks accessible to a Delegate are also accessible to a Qualified Owner. Up until this point in the process, the QO has been the only role eligible to perform basic setup tasks for the business... however, all tasks defined in the Delegate section are also available to QOs who wish to perform them directly and without an assigned helper. Need More Help? If you're not finding what you're looking for, or need assistance understanding anything you've found, feel free to reach out! Help Desk Open SBA |
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