Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
Appanvil karma designer
summary Completing the Onboarding Process
page{"id":"EJyr1dNQxAJdJguiodbJA","name":"page","children":[{"id":"iOCUkGtPzoYzSRQ_IZAXO","params":{"background":{"light":"#002E6d","dark":"#1d2125"},"padding":32,"gap":10},"children":[{"id":"T6VH1jxSnGwoKqg2Ay_4o","name":"row","children":[{"id":"u85Tg3_LNhVFB0-MLwyt5","name":"column","children":[{"name":"text","params":{"templateId":"headline and paragraph","value":[{"type":"paragraph","children":[{"text":"Completing the Onboarding Process","fontWeight":700,"fontSize":48,"letterSpacing":-2,"lineHeight":"54px","fontFamily":"Open Sans, sans-serif","color":{"light":"#ffffff","dark":"#ffffff"}}],"align":"center"}]},"children":[],"id":"0agAFJ1HkUPRHSHij9mJ8"}],"params":{"borderRadius":{"all":0,"btl":0,"bbl":0,"btr":0,"bbr":0,"isIndividualCorners":false},"padding":0,"gap":30,"verticalAlignment":"center"}},{"id":"9aXfGFXweLj0dwPnVID-w","name":"column","children":[],"params":{"borderRadius":{"all":0,"btl":0,"bbl":0,"btr":0,"bbr":0,"isIndividualCorners":false},"padding":0,"gap":20,"verticalAlignment":"center"}},{"id":"qFxOGXEu4HKXMPlPqhO7k","name":"column","children":[],"params":{"borderRadius":{"all":0,"btl":0,"bbl":0,"btr":0,"bbr":0,"isIndividualCorners":false},"padding":0,"gap":20,"verticalAlignment":"center"}},{"id":"fGN0Bw-MPJ92svmy2eeCf","name":"column","children":[],"params":{"borderRadius":{"all":0,"btl":0,"bbl":0,"btr":0,"bbr":0,"isIndividualCorners":false},"padding":0,"gap":20,"verticalAlignment":"center"}},{"id":"MKpWaMAiPWcL6NWbheDKj","name":"column","children":[],"params":{"borderRadius":{"all":0,"btl":0,"bbl":0,"btr":0,"bbr":0,"isIndividualCorners":false},"padding":0,"gap":20,"verticalAlignment":"center"}},{"id":"ha-p7UfsgKrDleOssBVVm","name":"column","children":[],"params":{"borderRadius":{"all":0,"btl":0,"bbl":0,"btr":0,"bbr":0,"isIndividualCorners":false},"padding":0,"gap":20,"verticalAlignment":"center"}}],"params":{"layout":[1],"gap":10,"minHeight":200,"padding":10,"borderRadius":0,"size":"small"}}],"name":"section"}]}

Needed before this - how to get to the onboarding process

All prospective Controlling Entities must complete the onboarding process before being approved as a MySBA Certifications Controlling Entity. Each approved organization type has a unique onboarding questionnaire to ensure they meet the necessary requirements for becoming a Controlling Entity.

Onboarding - American Indian Tribe (AIT)

image-20241204-150416.pngImage Added

Provide the Name and Address of the Controlling Entity.

image-20241204-150426.pngImage Added

If the Controlling Entity owns previously awarded 8(a) businesses, select Yes. If not, select No.

By selecting Yes, a dropdown will appear to add all 8(a) awarded businesses. Please ensure you add complete and accurate information before selecting Add to complete an entry. Additionally, please make sure to add all awarded businesses to ensure all applicant firms are aligned in your Controlling Entity Dashboard once approved.

image-20241204-150438.pngImage Added

If the Controlling Entity has any 8(a) awarded firms that are owned by subsidiaries or holding companies, please select Yes, LLC; Yes, Corp; or Yes, Partnership, based on the holding company’s organizational structure. If not, select No.

Next, provide accurate and relevant information regarding the Controlling Entities:

  • Tribe members

  • Unemployment rate

  • Per capita

  • Poverty level percentage

  • Access to capital markets

image-20241204-150449.pngImage Added

If the Controlling Entity is wholly or partially owned by other tribes, select Yes. If not, select No.

By selecting Yes, a dropdown will appear to add all tribal enterprises that have ownership. Please ensure you add complete and accurate information before selecting Add to complete an entry.

image-20241204-150510.pngImage Added

Finally, if the Controlling Entity owns or have subsidiaries that own 50% or more of any other companies aligned to the Controlling entity, select Yes. If not, select No.

By selecting Yes, a dropdown will appear to add all subsidiaries that meet the criteria in the question above. Please ensure you add complete and accurate information before selecting Add to complete an entry. Additionally, please make sure to add all subsidiaries to ensure the subsidiaries structure is accurate in your Controlling Entity dashboard, once approved.

Once complete with all questions in the questionnaire, select Next.

Onboarding - Native Hawaiian Organization (NHO)

image-20241205-181441.pngImage Added

Provide the Name and Address of the Controlling Entity.

image-20241204-150743.pngImage Added

If the Controlling Entity owns previously awarded 8(a) businesses, select Yes. If not, select No.

By selecting Yes, a dropdown will appear to add all 8(a) awarded businesses. Please ensure you add complete and accurate information before selecting Add to complete an entry. Additionally, please make sure to add all awarded businesses to ensure all applicant firms are aligned in your Controlling Entity Dashboard once approved.

image-20241204-150913.pngImage Added

Next, provide accurate and relevant information regarding the NHO’s audience they intend to serve:

  • Intended number of Native Hawaiians

  • Unemployment rate of intended group

  • Per capita of intended group

  • Poverty level percentage of intended group

  • Access to capital of intended group

image-20241204-150923.pngImage Added

If the Controlling Entity has any 8(a) awarded firms that are owned by subsidiaries or holding companies, please select Yes, LLC; Yes, Corp; or Yes, Partnership, based on the holding company’s organizational structure. If not, select No.

Next, provide a description of the activities the NHO has done so far to benefit Native Hawaiians.

image-20241204-150950.pngImage Added

Finally, if the Controlling Entity owns or have subsidiaries that own 50% or more of any other companies aligned to the Controlling entity, select Yes. If not, select No.

By selecting Yes, a dropdown will appear to add all subsidiaries that meet the criteria in the question above. Please ensure you add complete and accurate information before selecting Add to complete an entry. Additionally, please make sure to add all subsidiaries to ensure the subsidiaries structure is accurate in your Controlling Entity dashboard, once approved.

Once complete with all questions in the questionnaire, select Next.

Onboarding - Community Development Corporation (CDC)

image-20241204-151452.pngImage Added

Provide the Name and Address of the Controlling Entity.

If the Controlling Entity has any 8(a) awarded firms that are owned by subsidiaries or holding companies, please select Yes, LLC; Yes, Corp; or Yes, Partnership, based on the holding company’s organizational structure. If not, select No.

Next, if the Controlling Entity has been an owner, stockholder, or guarantor for an applicant business with a SBA loan, select Yes. If not, select No.

image-20241204-151504.pngImage Added

If the Controlling Entity owns or have subsidiaries that own 50% or more of any other companies aligned to the Controlling entity, select Yes. If not, select No.

By selecting Yes, a dropdown will appear to add all subsidiaries that meet the criteria in the question above. Please ensure you add complete and accurate information before selecting Add to complete an entry. Additionally, please make sure to add all subsidiaries to ensure the subsidiaries structure is accurate in your Controlling Entity dashboard, once approved.

Once complete with all questions in the questionnaire, select Next.

Onboarding - Agricultural Cooperative (AGCO)

image-20241204-152038.pngImage Added

Provide the Name and Address of the Controlling Entity.

image-20241204-152047.pngImage Added

If the Controlling Entity owns previously awarded 8(a) businesses, select Yes. If not, select No.

By selecting Yes, a dropdown will appear to add all 8(a) awarded businesses. Please ensure you add complete and accurate information before selecting Add to complete an entry. Additionally, please make sure to add all awarded businesses to ensure all applicant firms are aligned in your Controlling Entity Dashboard once approved.

image-20241204-152057.pngImage Added

If the Controlling Entity has any 8(a) awarded firms that are owned by subsidiaries or holding companies, please select Yes. If not, select No.

By selecting Yes, a dropdown will appear to add subsidiaries and holding companies. Please ensure you add complete and accurate information before selecting Add to complete an entry. Additionally, please make sure to add all subsidiaries to ensure all subsidiaries are aligned in your Controlling Entity Dashboard once approved.

Once complete with all questions in the questionnaire, select Next.

Onboarding - Alaska Native Corporation (ANC)

image-20241204-152339.pngImage Added

Provide the Name and Address of the Controlling Entity.

Next, if the Controlling Entity has been an owner, stockholder, or guarantor for an applicant business with a SBA loan, select Yes. If not, select No.

image-20241204-152350.pngImage Added

If the Controlling Entity owns previously awarded 8(a) businesses, select Yes. If not, select No.

By selecting Yes, a dropdown will appear to add all 8(a) awarded businesses. Please ensure you add complete and accurate information before selecting Add to complete an entry. Additionally, please make sure to add all awarded businesses to ensure all applicant firms are aligned in your Controlling Entity Dashboard once approved.

image-20241204-152402.pngImage Added

If the Controlling Entity has any 8(a) awarded firms that are owned by subsidiaries or holding companies, please select Yes, LLC; Yes, Corp; or Yes, Partnership, based on the holding company’s organizational structure. If not, select No.

Next, if the Controlling Entity owns or have subsidiaries that own 50% or more of any other companies aligned to the Controlling entity, select Yes. If not, select No.

By selecting Yes, a dropdown will appear to add all subsidiaries that meet the criteria in the question above. Please ensure you add complete and accurate information before selecting Add to complete an entry. Additionally, please make sure to add all subsidiaries to ensure the subsidiaries structure is accurate in your Controlling Entity dashboard, once approved.

Once complete with all questions in the questionnaire, select Next.

What we’re missing:

Documentation upload

Sign

What happens if you are approved or denied