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8(a) Initial Application Preview

Use the 8(a) Initial Application Preview to get a preview of the questions you should be prepared to answer as you complete your 8(a) Initial Application.

View file
name27July_8aApplication_Preview_V6.pdf


Contents

Table of Contents

Basic Eligibility

Revenue

Prior Company Participation

Prior Applicant 8(a) Participation

Assets from Former 8(a) Participant

Resource Partner

Outside Consultant

U.S. Citizenship

Ownership

Ownership Table

Management Table

Change in Last Two Years

Corporate Governance Documents

LLC Governance Documents

Partnership Governance Documents

Sole Proprietorship DBA

Certificate of Good Standing

Character

Pending Lawsuits

Company Bankruptcy

Company Delinquent Debt

Potential for Success

Tax Returns

Primary NAICS

Two Year Tax Revenue

Financial Statements

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Fiscal Year

Contracts

Industry Licensing

Construction Bonding

Control

Control Agreements

Highest Compensation

Disadvantaged Applicant

Gender

Marital Status

Social Security Number

Phone Number

Home Address

Date of Birth

Country of Birth

Resume

Outside Employment

Ownership or Management of Other Company

Family 8(a) Participation

DVD Federal Employment

Household Federal Employment

Personal Bankruptcy

Pending Civil Lawsuit

Delinquent Obligations

Other Names

Current Charges

Recent Arrest

Prior Convictions

Social Disadvantage

Native American Documentation

Other Basis of Disadvantage

Social Disadvantage Narrative

Distributions

Transferred Assets

Tax Returns

Financial Data

Cash on Hand

Other Sources of Income

Notes Receivable

Retirement Accounts

Life Insurance

Stocks & Bonds

Real Estate – Primary Residence

Real Estate – Other

Personal Property

Notes Payable and Other Liabilities

Assessed Taxes

Personal Summary

Non-Disadvantaged Individual

General Information

Gender

Marital Status

Social Security Number

Contact Information

Date and Place of Birth

Resume

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Ownership and Control

Prior Ownership

Other Companies

8(a) Program Eligibility

Prior 8a Involvement

Character

Financial

Criminal History

Criminal History Documentation

Tax Returns

Review

Signature

Spouse

Gender

Social Security Number

Contact Information/Phone Number

Home Address

Date of Birth

Country of Birth

Ownership and Control

Prior Ownership

Business Affiliations

8(a) Program Eligibility

Prior 8(a) Involvement

Federal Employment

Economic Disadvantage

Tax Returns

Financial Data

Cash on Hand

Other Sources of Income

Notes Receivable

Retirement Accounts

Life Insurance

Stocks & Bonds

Real Estate – Primary Residence

Real Estate – Other

Personal Property

Notes Payable and Other Liabilities

Assessed Taxes

Personal Summary

Privacy Statements

Review

Signature