Needed before this - how to get to the onboarding process
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) | |
 | Provide the Name and Address of the Controlling Entity. |
 | 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. |
 | 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:
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 | 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. |
 | 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) | |
 | Provide the Name and Address of the Controlling Entity. |
 | 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. |
 | Next, provide accurate and relevant information regarding the intended audience the NHO plans to serve:
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 | 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. |
 | 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) | |
 | 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. |
 | 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) | |
 | Provide the Name and Address of the Controlling Entity. |
 | 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. |
 | 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) | |
 | 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. |
 | 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. |
 | 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. |
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