| Appanvil karma designer | ||||
|---|---|---|---|---|
|
...
Preface:
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 Guides:
Screenshots are subject to change as new versions of MySBA Certifications are released.
Onboarding - American Indian Tribe (AIT)
Onboarding - Native Hawaiian Organization (NHO)
Onboarding - Community Development Corporation (CDC)
Onboarding - Agricultural Cooperative (AGCO)
Onboarding - Alaska Native Corporation (ANC)
| 1 | Onboarding - American Indian Tribe (AIT) | |
| 2 |
| Provide the Name and Address of the Controlling Entity. |
| 3 |
| 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 businesses are aligned in your Controlling Entity Dashboard once approved. |
| 4 |
| 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 applicable, select No. Next, provide accurate and relevant information regarding the Controlling Entities:
|
| 5 |
| 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. |
| 6 |
| 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. |
| 7 | Onboarding - Native Hawaiian Organization (NHO) | |
| 8 |
| Provide the Name and Address of the Controlling Entity. |
| 9 |  | 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 businesses are aligned in your Controlling Entity Dashboard once approved. |
| 10 |
| Next, provide accurate and relevant information regarding the intended audience the NHO plans to serve:
|
| 11 |
| If the Controlling Entity has any 8(a) awarded firms businesses 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. |
| 12 |
| 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. |
| 13 | Onboarding - Community Development Corporation (CDC) | |
| 14 |
| Provide the Name and Address of the Controlling Entity. If the Controlling Entity has any 8(a) awarded firms businesses 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. |
| 15 |
| 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. |
| 16 | Onboarding - Agricultural Cooperative (AGCO) | |
| 17 |
| Provide the Name and Address of the Controlling Entity. |
| 18 |
| 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 businesses are aligned in your Controlling Entity Dashboard once approved. |
| 19 |
| If the Controlling Entity has any 8(a) awarded firms businesses 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. |
| 20 | Onboarding - Alaska Native Corporation (ANC) | |
| 21 |
| 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. |
| 22 |
| 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 businesses are aligned in your Controlling Entity Dashboard once approved. |
| 23 |
| If the Controlling Entity has any 8(a) awarded firms businesses 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
...
| 24 | The Home Page while in Application Phase | |
| 25 |
| If the Controlling Entity POC navigates back to the Home Page while their onboarding application is still in draft state, in-progress application will appear at the top of the dashboard. Users may select Continue in the bottom right corner of the application section to resume their application. All other sections will be greyed out until the application is approved. |
| 26 |
| If an application has been submitted, the application section will show a Pending Approval tag in the top left. Users may view their completed application by selecting Open in the bottom right corner. All other sections will be greyed out until the application is approved. |
| 27 |
| If the user’s application is approved, the application section will disappear from the Home Page and all sections will be available for view and use. |
| 28 |
| If the user’s application is denied, the applications section will show a Rejected tag in the top left. All sections of the Home Page will remain greyed out. |
